Pension Planning

Over your working life, you may have built up a number of pensions after switching companies or perhaps changing careers. Multiple pensions can often be quite a headache as you approach retirement age.

We work with clients looking to –

  • Locate old workplace pensions
  • Combine their pensions into one easy to manage pot
  • Find out the cash equivalent transfer values for legacy pensions such as defined benefit or final salary pensions
  • Make the most of the available annual pension allowance

Our pension professionals have worked with clients whose backgrounds have been in some of the UK’s largest companies including HSBC, Lloyds, BP, GSK and many others.

Our Pension Services

Here at Touchstone we offer a wide variety of pension planning services to ensure you are getting the most out of your retirement. Whether you are looking to review the pensions you already have, or need help locating old pensions, our team of pension professionals can help.

Our pensions team can ensure you are getting the most out of your pensions. Calculating the values of the pensions you already have and making the most of future pension planning.

What should I consider before switching a pension?

Before you make a decision about your pension, here at Touchstone we can help you gather all the information about your old pensions so you can make the most informed decision to suit your needs.

Switching a pension is not right for everyone. It is a complex decision and you need to consider the charges, fund ranges, any valuable benefits that could be lost and any tax implications. We provide unbiased and independent advice to help you make the most of your pension plan.

Here are the latest financial advice updates from our team – Touchstone Updates

Pension Review

At Touchstone we offer a free consultation with regards to any pension you have. We can help you make the best choice when reviewing your pensions and if required we work with pension transfer specialists to get the best advice for you.

It is important to speak with a pension transfer professional when reviewing your pensions so get in touch today and hear from one of our qualified team.

Contact Us

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The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.