Pension Release
Are you over 55, have pension funds that total more than £15,000 that you are not taking benefits from and need a tax-free lump sum? If so our Pension Release proposition could be the answer.
Pension release allows you to withdraw up to 25% of your pension fund tax-free and the balance of your pension value is then invested to provide an income for you at retirement by our team of fully qualified Financial Advisors. We are also completely independent, meaning that we will truly look at the whole of the marketplace to find the best options to suit you.
Receive a FREE pension release review.
Our sister company Phoenix Financial Planning offer a FREE no-obligation report on your pension surrender options. At Dream Money, our team have a solid track record in personal finance services too, helping people make the most of their money since 2005.
Our associated pension experts at Phoenix Financial Planning are made up of fully qualified specialist advisors not sales people. They offer impartial advice to help you make the most of your pension fund. They will guide you through the pension regulations, explaining everything clearly to help you make an informed decision.
Want to know more about pension release?
Just complete the enquiry form below and the relevant paperwork will be sent to you. It should only take a couple of minutes to complete and one of our associated advisers at Phoenix Financial Planning will contact you with details on your available options. There is no charge for this service and no obligation on your part. Pension release could be right for you, so apply now to let us help you find out.