Helping senior professionals understand, plan and maximise their financial futures.
Feel confident about reaching your retirement goals thanks to clear, impartial advice from experts who truly care.
Our Services
Combining Old Pensions
Find out if you could benefit from misplaced retirement funds
Building Your Pension Pot
Learn how much you need for your retirement and how to get it
Protection
Put plans in place to safeguard yourself against the unexpected
Retirement Income Planning
Understand your options for accessing your retirement funds
Tax-Efficient Savings
Take advantage of key allowances and keep more of your money
Investments
Make your money work harder towards your goals for retirement
Securing Your Future
The Clients We Work With
It’s never too early – or too late – to start thinking about retirement. Get the guidance you need, whichever stage you’re at:
Road to retirement (Age 50-65)
Even if you still have several years of working life to go, preparing for retirement now can make for a more comfortable future. Choose us, and together we’ll put a tailored strategy in place so you can focus on your career, safe in the knowledge that your later-life plans are taken care of.
Reaching and During retirement (Age 65 onwards)
Whether you’re approaching your twilight years or already enjoying them, it’s vital you make the most of your pension funds. With our expert help, you can make any necessary changes, so you’re able to leave the right legacy behind and spend your retirement doing more of the things you love.
How we do it
Planning your retirement can be stressful, but it doesn’t need to be that way. With us, you’ll follow a simple, four-step process that’s designed to deliver an outcome that’s right for you and your loved ones.
Initial Consultation
In your first chat with us, we’ll get to know each other a little better, and discuss the goals you have for retirement. There’s no charge and no obligation to proceed.
Analysis and Recommendations
If you’re happy to move forward, we’ll take a detailed look at your current arrangements and share our expert view on how to achieve your retirement objectives.
Implementation
Give us the green light, and we’ll put your personalised plan into action, keeping you updated each step of the way.
Ongoing Review
Your needs may change over time, so we’ll have regular meetings to keep track of your plans or change them accordingly.
What makes us different?
When you want help planning your retirement, you need a partner that puts your best interests first. That’s exactly what you’ll find with us.
The friendly, professional service you’ll receive from our experts is guided by these core values:
We listen
We spend the time getting to know and understand your distinct requirements and metrics for success so we can respond to what you want.
We understand
We show curiosity, flexibility and imagination to better recognise suitable opportunities and work hard to build trust and understand long-term goals.
We deliver
We ultimately deliver by offering solutions that change to maximise the benefit to you, so you can have the financial future you envision.
We are clear & transparent
We like to keep things clear and simple. We don't use complicated jargon, instead we explain everything to our clients in a clear and concise way.
Informed Pensions was established in 2013 to help more senior professionals understand, plan, and maximise their retirement funds. Since then, thousands of people just like you have benefited from our expert advice.
In their reviews, clients often comment on the dedicated service our highly qualified advisers deliver, our quick response times, and the improved results they see after working with us. As a small but passionate team, we’re committed to providing the best client experience possible, and that starts from the first time we meet.
Ready to get started?
Book your initial consultation today!
Whatever stage you’re at in your retirement planning journey, you can get the straightforward, unbiased advice you need from our experts.
Your first consultation is always on us, and there’s no obligation to proceed. Take the first step today, and you might just get the information you need to build a better financial future.
Check out our useful resources
The world of pensions is complicated and ever-changing, so it’s hard to understand no matter how much experience you may have had in dealing with finances. Cut through the complexity with our handy, easy-to-follow guides on a wide range of related topics. They’re packed with valuable insight from our experts and completely free to download.
