Pension Freedoms (Extended)

This box set explains the different ways you can take money from your defined contribution pension and helps you understand the pros, cons, and tax implications of each option.

If you’re approaching retirement or thinking about accessing your pension, this box set provides a clear and balanced overview of your pension freedom options.

Through a series of short videos, you’ll learn about drawdown, annuities, taking lump sums, leaving your pension invested, or withdrawing everything at once. The videos also explain how pension withdrawals are taxed and how to spot and avoid pension scams.

You can also explore more detailed videos covering topics such as debt, state benefits, and real-life case studies to help bring the options to life.

For more information, contact us
or call us on +44 (0) 1395 207350.