Your retirement
planning
starts here

As you can now retire you are probably thinking about retirement more often than when you were in your thirties and forties.

As you can now retire you are probably thinking about retirement more often than when you were in your thirties and forties.

With lots of options open to you and plenty to think about, we want you to make the right choices for your circumstances.

To help you, your Trustees have made available an online modeller tool that lets you explore the retirement options you have for your XYZ Pension Scheme benefits.

It’s easy to use:

Click here to get started

What next?

Deciding how to take your benefits is an important decision and you may want to take financial advice.

Your log-in details are included in your retirement pack

Importantly, if you are interested in transferring your benefits out of the Scheme and the total value of your benefits is £30,000 or more, you are legally required to take independent financial advice before a transfer can go ahead.

To help you fully understand your options and to meet this legal requirement, the Trustees will pay for you to take one session of independent financial advice from our appointed advisory firm, ABC Financial Advisers.

Click here to find out more
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