Lighthouse with sea and water reflection

Most people will build up more than one pension fund over the course of their working life. Naturally some of these may own old and antiquated products with poor investments and unreasonable charges. UK pension rules are subject to ever changing legislation and some providers are incapable of offering their existing customers the options that are now available to them under new laws.

Quite frequently, investors feel their approach to pension planning is fragmented as they have a number of pensions plans, making planning for retirement complicated and challenging.

For most, a pension consolidation exercise is the first step in organising their existing plans.

At Churchill Wealth Management, we frequently work with our clients to streamline their retirement planning and ensure that not only are clients given the best chance of seeing their funds grow, but that they are also able to benefit from current pension rules and to ensure the administration is not a burden for them. It is important that pension consolidation is performed by pension transfer specialists as any plans held by the client offering guarantees need to be assessed by someone who has an advanced level of knowledge to ensure the client does not surrender plans that have valuable benefits.

I’ve dealt with Antony and Matthew for a number of years now and I have to say the service has been brilliant… Our investments and pensions have done very well and whenever I have any questions they always go out of their way to help!

Kate, Bristol

We work with the following:

  • Personal Pension Plans
  • Stakeholder Pensions
  • Self-Invested Personal Pensions
  • Retirement Annuity Contracts
  • Free Standing Additional Voluntary Contribution Schemes
  • Retirement Annuities Contracts
  • Buy out policies (Section 32)
  • Group Personal Pensions
  • Group Stakeholder Pensions
  • Executive Pension Plans
  • Final Salary Schemes
  • Defined Benefit Schemes
  • Small Self-Administered Schemes
  • Group Money Purchase Schemes
  • Group Money Purchase Schemes
  • Occupational Schemes
  • Additional Voluntary Contributions

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