Pensions
Character Financial Services are accredited Pension Transfer Specialists and can help clients with:
Starting a pension
Reviewing existing arrangements
Pension consolidation
Accessing benefits
Annuity purchase
- Review and Explain:
Current pension analysis. - Consolidation Advice:
Is it the correct thing to do? - Investment Proposition:
Aligned with attitude to risk, ethical views and retirement timescale. - Defined Benefit Pension and Start a Pension:
Guidance on types of pensions and their benefits. - International Pension Advice.
Our services
Pensions
We will work with you closely, with the sole aim of helping you keep more of your money.
Estate planning
Prevent disputes and burdens, ensuring that liability to tax does not arise unnecessarily.
Business protection
Business protection to help you stay resilient even in the face of unforeseen challenges.
I’ve been using Paul Blakeney at Character Financial for several years. He has been looking after my Pension fund as well as providing other invaluable financial advice as and when needed.
David Waters
A pension is a long-term investment not normally accessible until 55 (57 from April 2028). The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. Past performance is not a reliable indicator of future performance.