Consolidating your Pension Pots


Did you know?

  • 64% of people have multiple pension pots
  • 22% of those with multiple pensions have lost track of one or all of their pensions
  • 30% don’t know the total value of their pensions

How to manage your pension pots

One way to help you get on top of your pensions is to consider pension consolidation. Consolidating your different pension pots is a good way to make managing your pension, and the paperwork associated with different schemes, more straightforward. It may even save you a significant amount of money from now until your retirement date. Additionally, with just the one pension pot it is easier to understand where your money is invested which is very important in these uncertain times.

Spend time doing the things you enjoy

Keeping track of your pension pot doesn’t have to be time consuming. Age Partnership offer a comprehensive service to track and consolidate your existing pension pots into a more manageable pension. Our team of friendly and knowledgeable advisors work hard to do the legwork so you have more time to do the things you enjoy.

It’s important to consider if moving your money could result in you losing any associated benefits such as guaranteed annuity rates. The value of investments and income derived may go down as well as up, there is no guarantee of fund performance meeting future income needs. However, Age Partnerships’ Financial Planners always offer impartial advice to help you get the most out of your hard earned money.

For more information about our pension consolidation service, call FREEPHONE 0808 1452 867


For further information, please contact:

Louis Auty, Instinctif Partners on: 020 7427 1442 / Louis.Auty@instinctif.com

Tora Turton, Instinctif Partners on: 020 7427 1445 / Tora.Turton@instinctif.com

Angeli Everitt, Instinctif Partners on: 020 7427 1400 / Angeli.Everitt@instinctif.com

Important Information — Pension Income

Pension Drawdown contains an element of risk. The value of your savings and the income taken from may go down as well as up. There is no guarantee of a fund performance meeting future income needs.

With a Fixed‑Term Annuity the maturing fund may be guaranteed, however it’s uncertain what it will provide as an ongoing income, which may produce a lower income after the fixed‑term period has ended. Some people may be able to take more or less than the 25% tax‑free cash allowance depending on your individual circumstances.

Age Partnership is a retirement income specialist, and provides high quality guidance and advice to people approaching, at or in retirement. Its service is suitable for a broad range of UK consumers. Age Partnership ensures it delivers exceptional service standards to customers by taking the time to understand their goals and having the expertise to ensure they get the most out of what they have.

Over 5,900 independent reviews on Trust Pilot: www.trustpilot.co.uk/review/agepartnership.co.uk

In an independent audit by Investor in Customers, Age Partnership achieved the highest possible rating of ‘Exceptional’ for its service in 2012, 2013 and 2015. Age Partnership featured in the 2011 Sunday Times ‘Fast Track 100’ as one of the UK’s fastest‑growing private companies.

Age Partnership ensures its staff offer industry‑leading levels of expertise by providing an in‑house training scheme to its staff through its Partnership Academy. Age Partnership makes everything as simple and as easy to understand as possible for customers.

Age Partnership Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. FCA Register Number 670493. Age Partnership Wealth Management Ltd, 2200 Century Way, Thorpe Park, Leeds LS15 8ZB.