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Your pension requirements are in good hands with our technical experts

With legislation on the tax position of pension contributions, fund growth and benefits withdrawal constantly changing in an unstable economic environment, it is more important than ever to establish a robust pension strategy.

You may be contributing to your pension, drawing on it or simply trying to grow what you have. We will apply our expert knowledge and experience of the complex regulations covering lifetime and death benefits to help you plan effectively, in the context of your overall financial strategy.

Your Saunderson House adviser can help you with areas including:

  • When and how much you should contribute
  • Maximising pensions tax relief
  • Consolidating your existing arrangements
  • Choosing appropriate pension products
  • What could happen to your pension should the unexpected occur
  • Passing on your pension to your family
  • Minimising recovery tax charges
  • When and how you should draw benefits

Ultimately, we will provide an expert review of your existing pension arrangements and help you to maximise the benefits, by constructing a suitable plan tailored to your requirements.

Key Contact

Ian McNally
Director
Ian began his career in Financial Services in 1986 Read More

Contact us

If you would like further information about our services or would like to arrange a complimentary, obligation-free telephone conversation or meeting to discuss your requirements, please contact us.

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SPECIAL BRIEFINGS

Best Wealth Management Adviser of the Year

Saunderson House has been voted Best Wealth Management Adviser 2017 at the Money Marketing Awards. The judging panel praised our motivation, knowledge and professionalism. 2017 sees Saunderson House as Money Marketing Award winners and finalists for the fourth consecutive year.

See all awards