Why Use The Pension Planner?
The Pension Planner is a group of highly qualified pensions experts
Our aim is to help you maximise the value of your pension,
We believe by having goals and objectives we can develop a financial plan that is personal to you, and help you prepare for retirement. Within the plan, we look at your individual circumstances taking into account all of your financial assets, liabilities and your attitude to risk. Whether you are looking at truly being financially independent or whether you are looking to be in the best possible position in retirement then we are able to help. Pensions are only one piece of the retirement puzzle; other pieces could include Individual Savings Accounts (ISA’s), Unit Trusts/OEIC’s and investment bonds and cash deposits. We aim to help you make the most of your assets.
If you are at this stage, we may be able to increase the value of your pension, make your income as tax efficient as possible, and obtain extra income from your investments or cash deposits. There are many ways we can help you with your financial planning throughout all stages of your life.
We offer an initial consultation at our expense where you can find out more about the financial planning process and us. It also gives you an opportunity to discuss your financial goals and objectives in detail. If at this stage we cannot help you we shall tell you, however if we can help, and you would like us to work on your behalf we will agree the next steps.The choices you make about your future today can stay with you for the rest of your life.
The Pension Planner Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 669563
The Pension Planner Limited Registered Address: Courtwood House, Silver Street Head, Sheffield, S1 2DD. Registered in England & Wales No. 08084588.
Neither The Pension Planner Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at
