Pension Advice
Pension Consolidation
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.
We work with the following: