Whether starting your first retirement savings plan or looking to review and manage a range of accumulated pension plans, the experts at Stonehill Financial are specialists in all forms of retirement provision. Our advisers have attained the highest level of qualification for this area within the Chartered Insurance Institute qualification framework.
“Thank the Lord I got you to look at this!” Alan
Advice can include, but is not limited to:
Self Invested Personal Pension (SIPP)
Retirement Annuity Contract
Group Personal Pension
Small Self Administered Scheme (SSAS)
Pension Switching Analysis
I have found the advice and support of Stonehill Financial invaluable in recent years. The core strengths of Stonehill are twofold; the first being the depth of financial knowledge. With the rapidly changing legislation around pensions and tax changes, I needed a wider understanding of the implications for me personally and I have found the support and advice I have received both balanced and highly informative. Adam Neal, the MD of Stonehill, demonstrates a deep knowledge of Pensions, Investments and Tax Planning.
The second clear strength is the service levels provided across the Company. I always find Adam and all the staff very helpful and able to meet all my needs. They are always available for a discussion or a meeting whenever required and deal with any request, promptly and efficiently.
In summary, I am happy to recommend the services of the Company, which I have found to be of the highest quality.
Pensions Lifetime Allowance (LTA) – Something we are increasingly asked about
As pensions are normally a long term commitment, what might appear modest today could exceed the lifetime allowance by the time you want to take your benefits, so it’s important to take advice sooner rather than later. It may be necessary to take your pension early or stop contributing to the scheme/plan, even though you have not retired, to avoid your benefits exceeding the lifetime allowance.
If you’re in more than one pension scheme, you must add up all the pension schemes you belong to.
What counts towards your allowance also depends on the type of pension pot you have. Call us now to find out more and get advice on lifetime allowances.
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