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Taking Benefits From Your Pension

When you come to take benefits from a pension scheme it is usual to take or receive a tax free cash sum income as follows: A tax free lump sum or Pension Commencement lump sum. This is usually up to 25% of the fund value (this is different for final salary schemes)....

5 Steps of Retirement Planning

Some of the key areas to consider when planning for your retirement: 1. It is retirement planning, and not pension planning Under regimes of old, people were either lucky enough to be in their employer’s Defined Benefit/Final Salary pension scheme, giving them a...

What is a pension pot?

‘Pension pot’ refers to the savings you build up in a certain type of pension known as a ‘defined contribution’ pension scheme. You and your employer (if you are employed) pay into the scheme and this builds up a ‘pot’ of money over time, which you can use to give...

SIPP

Learn about how a Self Invested Personal Pension (SIPP) allows you to manage and choose your own investments.

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SSAS

Learn about the advantages of a Small Self Administered Scheme (SSAS) to many small to medium-sized businesses.

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Commercial Property

Learn about holding commercial property in a Self-Invested Personal Pension (SIPP) or Small Self-Administered Scheme (SSAS).

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Do you have a Hartley Pension and looking for an alternative provider to Morgan Lloyd?
Do you have a Hartley Pension and looking for an alternative provider to Morgan Lloyd? Please fill in this form