The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

IP Wealth Management Limited has given pension advice to thousands of clients and it is one of our main areas of specialty.

Saving for your pension is vital if you want to have a comfortable retirement free from money worries and the sooner you start saving the better. Finding the right pension plan to suit your own individual circumstances can be daunting. 

By choosing IP Wealth Management to help you with this task you can rest assured that we can find you the most suitable pension plan provider. As a pensions specialist we can use our in-depth expertise and knowledge to help you make the right decisions regarding your pension plan. We can also review any existing pension arrangements you may have made to ensure that you are maximising the growth potential of your pension pot.

The types of pensions we review are:

  • Personal Pensions (including AVCs and FSAVCs)
  • Self Invested Personal Pensions (including Hybrid SIPPs)
  • Occupational Pensions (including Final Salary and Money Purchase)
  • New Workplace Pensions

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

IP Wealth Management Limited is an appointed representative of Quilter Financial Services Limited  and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Quilter Financial Services Limited  and Quilter Mortgage Planning Limited are entered on the FCA register under reference 440703 and 440718.