Learning Zone

Take the time to boost your knowledge with useful videos, guides & tools

Whether you remain in or transfer out of the scheme, you have a range of options. Don't worry if this all sounds a little unfamiliar, you can request a consultation with an adviser.

What the Financial Conduct Authority want you to know

The FCA published a video to help consumers understand pension transfer advice. Click on the video opposite to learn more.

The FCA have also produced a consumer guide for anyone considering a pension transfer

 

We have created a series of videos to help you understand

 

Before you make your decision on what to do with your pension, please take the time to watch our series of videos. Covering everything from annuities to taking benefits from the scheme, you’ll learn lots of useful information from these videos - simply click the button to play.

Taking benefits from the scheme

Learn about the pros and cons of staying in the scheme or moving away.

 

Annuities explained

Annuities have been around for a long time, watch this video to get a good understanding of how they work.

 

Flexible Access explained

A relatively new way of taking your pension is via flexible access and as the name suggests, it is a flexible option, watch the video to learn more.

 

Cashout explained

Another option for taking your pension is via cashout - click to watch the video to see if this is an option that appeals to you.

 

Retirement Options Planner

WHICH OPTION IS BEST FOR ME?

The Retirement Options Planner will help you build a complete picture of your total income in retirement. It clearly compares your options, so that you can feel prepared for your retirement.

 

Still not sure?

With many options available it is understandable to feel confused or overwhelmed, but not to worry, you can speak to an adviser who can explain all your options.

Simply click below to request advice