Individual Pension Accounts

Whether you have pension benefits within a Stakeholder Pension, Personal Pension or other defined contribution arrangement, understanding how your pension works and the retirement options available can be confusing.

How we can help you as an individual

We have paid-for services that help you understand and make better decisions about your pension and any tax consequences.

We’ll agree your objectives and the cost at the outset. Typical costs* are shown below. We’ll ask you for some background information.

All meetings are online.

Consultation Meeting

A 25-minute discussion about your pension benefits

£165 + VAT = £198

Pensions Tax (Annual Allowance) Review

Detailed calculation support on pensions tax issues, particularly the Annual Allowance

from £450 + VAT = £540
to £1,000 + VAT = £1,250

Peace of Mind Pension Check

Checking that your pension income is the right amount, based on your scheme membership including your pensionable pay

£450 + VAT = £540

How do the calculation services work?

We’ll need relevant information from you and we carry out some of the work offline.

We prepare a detailed, personalised report and then arrange an online meeting with you to discuss it.

Why is there a range in the fee you charge?

*The cost ranges quoted are a guide. They reflect that there are varying levels of complexity and a range of ‘what if?’ scenarios possible.

We’ll help you decide what would work best for you based on what has worked well for other people.

Get in touch

Ask Us Anything

Please get in touch if you would like to know more about our services for individuals