Simply Pensions - Retiring Soon? Enjoy the Stress-Free Retirement You’ve Dreamed Of

I’d got to the stage in life ie approaching retirement and needed good quality pensions advice due to the complexities of the subject. I’ve been a client of Gary and Stuart for a number of years so approaching the firm was the obvious solution. Gary conducted a thorough fact find to ascertain my financial situation, my objectives, my attitude to risk and the level of income I would require in retirement. The advice he gave me benefited me greatly as there are so many products on the market and the one he selected suited my requirements in terms of risk and helped reduce my tax liability also. They conduct regular reviews to discuss my current situation and are quick to answer any queries I may have. I would not hesitate in recommending the firm due to the superb service I have personally received.

“(…) Mid-way through 2019 I started to look into the idea of taking early retirement. I had a pension to which I had been contributing for almost 33 years. I had no idea at all about how to proceed as it was very complicated. Stuart was very thorough; main points included how much I thought I would need per year and my thoughts on risk with regard to investments. Stuart took care of everything, giving clear and precise advice, and keeping in touch throughout the whole process. Thanks to Stuart, my life has changed significantly for the better! Retirement is the best thing ever and has opened up a whole new world for me. I couldn’t have done this without Stuart’s help. Thanks so much!!“

“(…) I was aware that pension legislation had seen many changes in recent years, so decided to seek advice to see if there were any more flexible options available to me.I knew Gary was a pensions adviser so decided to seek his advice.He asked about my goals and aspirations and discussed my attitude towards risk in great detail. He covered both the pros and cons of leaving a defined benefits pension scheme and produced a thorough and detailed report with his recommendations, matching my aspirations and attitude to risk.All aspects such as the risk profile of the funds, charges etc were laid out in plain English. I followed Gary’s advice and transferred my company pension scheme to a personal pension arrangement. Any questions or concerns I had were answered along the way.Having taken Gary’s advice, I was able to draw a tax-free lump sum and pay off my mortgage 8 1/2 years early, and I was also able to leave a job I really didn’t like and I am now in receipt of a monthly pension income, which I can reduce or stop at any time, subject to finding suitable employment. The decision I made following Gary’s advice has given me huge flexibility and peace of mind, and the fund is still increasing in value.”

Simply Pensions Ltd: Registered office: Kingfisher Business Centre, Burnley Road, Rawtenstall, Rossendale, BB4 8EQ: Telephone: 01706 212040: Registered in England & Wales number: 04232354

Authorised and regulated by the Financial Conduct Authority.

Simply Pensions Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 935827

If you wish to register a complaint, please write to info@simplypensions.co.uk or telephone: 01706 212040

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on

0800 023 4 567.