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TENET - The Legal Brokerage TENET - The Legal Brokerage

We help you plan a safe and secure financial future  you plan how to enjoy it

We can help you unlock your pension value, in the right way.

The new pension freedoms have given everyone a fresh opportunity to access their pension monies, with far less restriction. Many rules still apply but the options introduced by the Government require individuals to take extra responsibility to make certain their financial position throughout their later life, is protected. As choices are made, receiving the right advice remains the key component, before any wealth is unlocked.

At The Legal Brokerage we have all the expertise you need to navigate the changes and make successful decisions. 

You may wish to take cash and move your funds into investments, to allow you to take income as it suits you. Often, therefore, Drawdown is attractive but Annuities are evolving and still require consideration. Maybe a hybrid approach might suit. Whatever your circumstances, we can help. 

Download a case study here >


The next move

To find out more, simply click here to contact us and request further details. Alternatively please call one of our Offices and we can arrange to meet. There is never, any obligation to proceed and if you are not entirely satisfied, you simply withdraw.

A PENSION IS A LONG TERM INVESTMENT. THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN.

YOUR EVENTUAL INCOME MAY DEPEND ON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.TAX TREATMENT IS BASED UPON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE. TAXATION IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

 

 


An Annuity

Flexi-Access Drawdown

Tax on Pensions