• Adviceworks Limited
  • 52a High Street
  • Redbourn
  • Hertfordshire
  • AL3 7LN
  • Tel: 01582 799087
  • Fax: 01582 799088

Don't let the taxman break into your savings

ISA's can be an ideal way to shelter your savings from personal taxation.  But you only have until 5th April to secure your ISA for this tax year.

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Contact us for advice on your ISA options 

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Please note: 

Levels, bases, and reliefs from taxation are subject to change. 

The value of your investment and any income from it may go down as well as up and you may not get back the full amount invested.

 

Open Market Option

As your chosen retirement date draws near, your pension provider will make contact. They will usually offer you a quick and easy way to convert your pension into an annuity, usually with the provider’s own annuity. With so much competition on the annuity market, it may not be the best rate available.

The open market option was created to give pension savers more choice. Your pension provider will explain this to you. Even if you’ve saved with them for forty years, you should not feel any loyalty to them. Remember, you have the right to use any annuity provider, so pick one that’s right for you.

We can help you shop around for the best rate, based upon your individual circumstances and income requirements. Contact us when you’re ready to start the search.

Pension commencement lump sum

Annuities - what are they?


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