Our Services

Pension Management

Planning for an enjoyable retirement

When did you last review your pension?

Do you know how much money you need to have an enjoyable lifestyle? 

Pension Freedom rules were introduced in 2015 to offer greater flexibility and earlier access to pension savings. This means greater opportunities to use or lose your pension income. 

With new choices available, it is vital to have an audit of your pensions to maximise tax effeciency and income.  

At TSP Wealth, our proactive approach to pensions is very similar to the way we manage our clients investments.

We continually monitor your pension, looking for opportunities to increase value and your future income. 

  • We are proud to be different to other pension managers as we offer ongoing guidance and support.
  • We review your existing pensions regularly to ensure they remain suitable for your desired lifestyle.
  • We evaluate your retirement plans and goals, to remain suitable for your desired lifestyle.
  • We provide you with independent advice as we work for you - our clients, not providers.

A pension is a long-term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation.