Pension & Retirement Advice
Home visits throughout Lanarkshire & Glasgow
Contact DM FinancialTEL: 01698 815 006  

PENSION BUILDING - PREPARING FOR RETIREMENT

Pensions

Why combine your pensions?:

If you have had more than one job in your career, then there is a chance you will have several pensions. Pension consolidation is an easy way to manage and simplify your pension savings, especially when you are approaching retirement. You will know exactly how much is invested and have a better idea of how much retirement income you can take. The below is some examples for why you might consider transferring your pensions into one:

  • Simplified management and greater control
  • Less administration and paperwork
  • Greater investment choices
  • Flexibility in retirement
  • Better death benefits

We are Independent Financial Advisers and advise on the whole of the market. We offer initial advice services with optional ongoing advice services.

There are reasons for not consolidating your pensions, for example they could offer valuable guarantees or protected benefits. We will always check this as part of our advice process. Our job is to produce a suitable recommendation which is in your best interest. Whether combining your pensions is right for you will depend on your circumstances. .

Please feel free to CONTACT US to find out how we can help.

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We can provide independent financial advice and home visits throughout Glasgow, Edinburgh, Lanarkshire and Scotland including the following towns and villages: Airdrie , Ayr, Baillieston, Bathgate, Bearsden, Bellshill, Biggar, Blackwood, Blantyre, Bothwell, Busby, Cambuslang, Carluke, Clydebank, Coatbridge, Cumbernauld, East Kilbride, Falkirk, Hamilton, Irvine, Kilmarnock, Lanark, Largs, Larkhall, Lesmahagow, Livingston, Motherwell, Newton Mearns, Paisley, Renfrew, Rutherglen, Shotts, Stirling, Stonehouse, Strathaven, Tannochside, Uddingston, Viewpark and Wishaw.

 

DM Pension & Investment Solutions Ltd is authorised and regulated
by the Financial Conduct Authority under reference 758771.