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Fact Sheets

The following fact sheets are designed to assist clients in their financial planning. If you would like to receive any of these, please tick the relevant box and enter your details in the form below. You will be sent a complimentary copy of your chosen fact sheet(s) by post as soon as possible.

GP's

The effect of recent changes to pension legislation

NHS Employees

The effect of recent changes to pension legislation

Dentists

The effect of recent changes to pension legislation

Maximising Lump Sum

What are the rules that govern commutation of income for tax free lump sum

24 Hour Retirement

An understanding of how the process works

Please note that we will contact you by telephone or by email

Your details will be used to send complimentary information or to arrange a no obligation consultation when requested. Your details will not be disclosed to third parties and can be amended or removed on request.

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