Pension Freedoms

Pension Freedoms were introduced in 2015 and revolutionised how you can take money from your pension.

We’ve partnered with Money Alive to bring you free access to their interactive, impartial, educational videos covering important financial topics, including Pension Freedoms.

This box set gives a brief summary of the changes followed by more details and information about the options available to you when you come to retire.

About us

We are Independent Financial Advisers based in Ottery St Mary.

We work with clients throughout Devon, helping them to achieve their life goals through sound financial planning.

All our clients want to plan for the future, whilst also living for today. Life isn’t a dress rehearsal and planning for the future can never be done at the expense of living for today. As with most things, it’s all about finding the right balance; that’s where our experience and evidenced-based approach comes into its own.

Got questions? Let us know!

We would love to hear from you if you do have any questions after watching the box set.

If you would like to speak to a member of our team, please call us on 01404 815551, complete the call back form below, or book a meeting via Calendly.