Ms Helene

“Age Partnership found the pension provision that was suitable for my requirements. Acted in prompt and professional way. The plan was set up and completed in a very short and convenient time for my needs.”

5 Trustpilot stars
Helene

“Excellent” TrustScore | 9000+ reviews

Pension services from Age Partnership

Deciding what to do with your pension at retirement is one of the biggest financial decisions you’ll make in your life. At Age Partnership we’re experts in finance for the over 50s and we can help you make the right choice for your circumstances.

Whether you know what you want or need advice on your options, our friendly Specialists and Financial Planners are here to help.

How can we help

Not sure what you need?

Speak to a specialist for a no-obligation initial conversation about your options

The amount of tax free cash that you can take may fluctuate depending on your circumstances.

If you proceed with our non⁠-⁠advised service, we will be paid a commission from the provider you select and this cost will be factored in to your plan. If you receive advice and choose to proceed with our recommended solution, we charge an advice fee of 2.25% of your pension savings after tax free cash has been taken, subject to a minimum of £1,795.

Withdrawing cash from your fund will reduce the amount available to create your future pension income. Please note this information is based on our current understanding of tax legislation, which may change.

There are no guarantees of the income you could purchase with any maturity value received at the end of the fixed term, as this will depend on economic and investment conditions at that time.

The value of any funds may fall as well as rise and you may not get back what you put in.