Pension Freedom

Pension rules have been regularly changed over the years but in 2015 we saw one the biggest ever overhauls of the system which has led to much more choice for individuals on just when and how they take their benefits. You may now draw out any amount out of your pension at any time over the age of 55 creating a tax efficient savings pot that can meet your changing needs over retirement. With tax efficient benefits on death and full access to the savings personally pensions have never been so flexible but this flexibility does bring more complexity and therefore even greater need to take advice. How and when your draw your pension is one of the most significant financial decisions most individuals make in their lifetime and it is important to understand all the options and implications of your decision before you draw the pension down.  

IFA | Independent Financial Advisor | Walton | KT12 | Pension Freedom

Today, we offer a comprehensive range of services, from arranging a mortgage to the lifetime management of your finances. You can find us listed on many reputable financial directories such as , and

Bigmore Associates is authorised and regulated by the Financial Conduct Authority.

Talk to us about:

Pension transfers
Pension savings
Stakeholder pensions
Occupational pension transfers
Self Invested Personal Pensions (SIPPs)
Retirement annuities
Impaired life annuities
Income drawdown
Group/Company Pension Schemes
Commercial Property Finance
Development Finance

Lifetime Mortgages
Buy to Let mortgages
Residential mortgages
Endowment reviews
Life assurance
Critical illness
Shareholder protection
Keyman assurance
Mortgage protection
Private Medical Insurance
Structured investments
Cash deposits

National Savings & Investments
ISA savings
OEIC portfolios
Offshore Bonds
Onshore Bonds
Alternative investments
Inheritance tax planning
Family trusts
Offshore savings
Inheritance trusts
Solicitors & Accountancy introductions
Lasting Power of Attorney

 Contact Adam by phone or email to arrange an initial appointment.

To find out more, call us on 01932 253939 or email us at © 2010. Bigmore Associates.

Bigmore Associates Ltd are Authorised and Regulated by the Financial Conduct Authority

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