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Accessing Your Pensions Guide

What you need to know before you access your retirement funds

What you’ll learn:

  • The different types of pensions and how to access each one.
  • How to take your 25% tax-free lump sum without triggering unexpected tax.
  • What drawdown and annuities are (and which might suit you)
  • Why taking money too soon can lead to tax surprises.
  • How to find old workplace pension you may have forgotten about.
  • Key tax considerations when taking your pension.

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Are you ready to access your pension?

Accessing your pension is a big decision. But with the right information, it doesn’t have to be complicated.

This guide makes it easy to understand your options, avoid common mistakes, and help you feel confident about when and how to take your pensions. Whether you have Personal Pensions, Defined Benefit Pensions or Defined Contribution Pensions, we’ve got you covered.

Who this guide is for

We cut through the jargon to help you understand what really matters – so you can decide what’s right for you.

This guide is for you if any of the following sound familiar:

  • You’re aged 55+ and thinking about accessing your pension.

  • You’ve got a workplace or personal pension and want clear, simple guidance.

  • You’re unsure about the best time to take your money.

  • You want peace of mind you’re doing the right thing.

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Want a helping hand?

If you feel you would benefit from some friendly advice, our Teesside-based team is here to help. We offer free initial meetings and expert advice on:

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We’re known for delivering happy retirements to Teessiders.

For over 20 years, we’ve been helping local people live their best lives in retirement. So, if you’re looking for real advice for real people, speak with our Pension and Retirement Planning experts today.

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Don’t just take our word for it

Meet some of our happy clients and see what they think of us, and how we’ve helped them…

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