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Independent Financial Advisors - Our experts can advise you on:

  • When you can afford to retire
  • How much money you'll need in retirement
  • How to make the most of your pensions and other assets to fund your lifestyle
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  • Annuities
  • Taking Your Tax Free Lump Sum
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Joslin Rhodes Pension & Retirement Planning is a trading name of PlanHappy Investment Management Limited (company number 09511883) which is authorised and regulated by the Financial Conduct Authority, firm reference number 833492. Some of our services are not regulated by the Financial Conduct Authority. Before you engage us in any work, we will outline which of those services are and are not regulated by the Financial Conduct Authority to enable you to make a fully informed decision.

PlanHappy Pension Specialists is a trading name of Joslin Rhodes Lifestyle Financial Planning Limited (company number 484324) which authorised and regulated by the Financial Conduct Authority, firm reference number 06446109. Some of our services are not regulated by the Financial Conduct Authority. Before you engage us in any work, we will outline which of those services are and are not regulated by the Financial Conduct Authority to enable you to make a fully informed decision.

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  • What We Do
    • Pensions Advice & Retirement Planning
    • Estate Planning Advice
    • Equity Release Advice
  • Who We Are
    • Meet The Team
  • How We’ll Help
  • Blog
    • Equity Release Advice
      • Types of equity release schemes
        • What Is a Lifetime Mortgage?
      • Equity Release Interest Rates
      • Equity Release Age Limits
      • Equity Release For Home Improvements
      • Whats the catch with equity release?
      • Equity Release To Buy A Second Property
        • Equity Release Vs Remortgaging
      • Equity release and Death
        • Does Equity Release Reduce Inheritance Tax?
      • Equity Release Council
      • Alternatives to Equity Release
      • Will Equity Release Affect My Benefits
      • Does Equity Release Affect Your Credit Score
      • The Best Equity Release Providers In The UK
      • Can Equity Release be Missold?
      • Can Equity Release be Paid Off Early
      • Is Equity Release Regulated by FCA
      • How Long Does The Equity Release Process Take?
      • Equity Release and Deprivation of Assets
    • Pensions & Retirement Planning
      • Can I retire at 55?
      • When can I retire (Age Breakdown)
      • What is the most important part of retirement planning?
      • Pension Consolidation
      • Final Salary Pension Transfer Advice
        • What’s the difference between Final Salary (Defined Benefit) and Defined Contribution pensions?
      • Defined Contribution Transfers
      • Pension Drawdown
        • Annuity Vs Drawdown
        • Claiming tax back on pension drawdown
        • How long does pension drawdown take?
      • Annuity Pensions
      • State Pension
        • When Can I Retire?
        • National Insurance Contributions (NICs)
      • Do you pay tax on a SIPP?
      • Bonus Sacrifice – How to save tax
      • Are you emotionally ready to retire?
      • Pension Sharing Order
      • Can I Retire and Still Work?
      • Ill Health & Terminal Illness Retirement
      • What is Money Purchase Annual Allowance (MPAA)
      • What is an AVC Pension?
  • Events & Workshops
    • Pension Workshop
    • Estate Planning Workshop
    • Take Our Free Retirement Readiness Quiz
    • Careers Discovery Event
  • Contact Us
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