Pensions

Regarding pensions, we can advise on and arrange the following (this list excludes the specialist retirement areas of Pension Transfers, Pension Opt-Outs and Retirement Options):

• Additional Voluntary Contributions (AVCs)
• Annuity Purchase from PFW/Phased Retirement at Age 75
• Compulsory Purchase Annuity (Where the fund value including tax-free cash is £150,000 or less.)
• Contracted-In Money Purchase (New businesses only.)
• Contracted-Out Money Purchase (New businesses only.)
• Employer Financed Retirement Benefit Schemes
• Executive Pension Plans (New businesses only.)
• Expatriate Pension Schemes
• Final Salary Schemes (New businesses only.)
• Free-Standing AVCs
• Group Money Purchase Plans
• Group Personal Pension Plans
• Individual Pension Accounts
• Investment Linked Annuity (Where the fund value including tax-free cash is £150,000 or less and not "Flexible & Specialist Annuities" as defined by Sesame Research Department.)
• Open Market Option (Where the fund value including tax-free cash is £150,000 or less.)
• Pension Mortgages
• Pensions in Divorce (Only Specialist Pension Transfer Advisers may conduct an occupational transfer under a pension split.)
• Personal Pension Plans
• S226a Pension Life Cover
• S226 (Increments)
• Self-Invested Personal Pensions
• SERPS/SSP Only Plans
• Small Self-Administered Schemes (New businesses only.)
• Stakeholder Money Purchase Schemes
• Stakeholder Pensions
• Temporary Annuities
• Transfers from FSAVCs
• Transfers from GPP/Group Stakeholder
• Transfers from PPP/Stakeholder
• Transfers from S226
• Transfers from SIPPS
• Unapproved Retirement Benefit Schemes

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