With billions in unclaimed pensions across the UK, many lose track of their retirement savings. Killik & Co’s expert Advisers can guide you in consolidating multiple pension pots from different accounts into one central SIPP, transforming your retirement planning.
Please be aware that the value of your investments may fall as well as rise. The content of this blog post reflects our current understanding of UK legislation and only impacts those within the UK tax system. Tax treatment depends on personal circumstances, and the rules may be subject to future change.
Why should you consolidate your pensions?
Pension transfers can be complex and for some types of pension, you might wish, or be required, to take regulated advice about your options. This is particularly relevant for those with guaranteed benefits, such as defined benefit schemes and any other pensions with safeguarded benefits.
Our blog, 4 reasons you should combine your pensions, goes into more detail about the benefits of pension consolidation.
Our experts review your existing pensions and assess if consolidation suits your circumstances. Contact us today to find out more.
We take care of the details
We handle the paperwork and transfers with your existing providers, so there is no unnecessary hassle for you.
With ongoing expert guidance, your consolidated pension is managed according to your goals.
Our SIPP gives you greater control of your pension, with expert advice every step of the way.
Past performance is not an indicator of future results
We will carefully assess:
Exit fees from existing providers
Any valuable benefits you might lose
Whether consolidation suits your situation
Tax implications for your circumstances
Pension transfers can be complex. For some pensions, you might wish, or be required, to take regulated advice about your options.
Ready to simplify your pension management?
Speak to our expert Advisers today to start navigating the pension consolidation process.
Past performance is not an indicator of future results