Pension release, the benefits
Are you over 55, have pension funds that total more than £15,000 that you are not
taking benefits from and need a tax-free lump sum? Pension release could be the
answer.
Pension release (or pension surrender as it is also known) allows you to withdraw
up to 25% of your pension fund tax-free. The balance of your pension value is then
invested to provide an income for you at retirement. Taking a lump sum out of your
fund will reduce any income earned at retirement, so pension release will not be
suitable for most people.
Receive a FREE pension release review
Don't pay a fee for a pension review the highly qualified advisors at our sister
company, Portal Financial, offer a FREE no-obligation report on your pension surrender
options. At Portal Claims, we’ve a solid track record in personal finance services
too, helping people make the most of their money since 2004.
Our associated pension experts at Portal Financial are made up of specialist advisors
not sales people. They offer impartial advice to help you make the most of your
pension fund. They will guide you through the pension regulations, explaining everything
clearly to help you make an informed decision.
Want to know more about pension release?
Just complete the enquiry form above and the relevant paperwork will be sent
to you. It should only take a couple of minutes to complete and one of our associated
advisers at Portal Financial will contact you with details on your available options.
There is no charge for this service and no obligation on your part. Pension release
could be right for you, let Portal Financial help you find out.
Disclaimer:
Portal Claims is not able to offer financial advice and is not authorised or regulated
by the Financial Services Authority. Portal Financial is a separate sister company
to Portal Claims and is a firm of totally independent financial advisers who are
authorised and regulated by the Financial Services Authority.
The Pension Release service only applies to pensions in the UK. Taking benefits early will almost certainly reduce your pension income in retirement and is only suitable for a limited number of people and circumstances. This should not be seen as an easy option for raising cash. To find out if you qualify please contact us.