How do I get Started

It is very easy. All you need to do is complete three simple steps:

1. Complete your details on the Get Started form to the right of this page.

This will take you to another page and you will also receive an Email where you can:

2. Print off your personalised Enquiry Form.

Then…

3. Complete the form and post it back to us using the FREEPOST address provided.

What will happen next?

It is important to note that by completing all three steps above you are not committing yourself to anything. You are under no obligation to proceed and if you don’t go ahead with releasing any money you don’t pay any fees. IT IS FREE TO FIND OUT YOUR OPTIONS.

WHEN WE RECEIVE YOUR ENQUIRY FORM we write off to your pension provider to gather information about exactly what you have. This can take several weeks although we will keep you updated at regular intervals.

ONCE WE HAVE ALL YOUR PENSION INFORMATION we will contact you to discuss your options and assess whether early pension release is suitable for you.

OUR RECOMMENDATION TO YOU will take into account your personal circumstances, so if you receive any state benefits we will let you know how they’ll be affected. We look at any potential tax issues and will, of course, discuss any charges or penalties that your current pension provider may apply.

IF YOU GO AHEAD WITH EARLY PENSION RELEASE this will only happen after you have received a full written report detailing our advice. This will include all costs and charges so you can be sure that any decision you make is from an informed position. We will complete all your forms for you and look after you through the whole process.