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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