How a Review of Your Final Salary Pension Could Benefit You
If you have a final salary (also known as a ‘defined benefit’) pension, you may have heard that moving to a personal pension could benefit you. There will be some valuable guarantees included within your occupational pension and it’s important to assess whether it is beneficial for you to transfer. With our final salary pension review service, we’ll tell you if it’s in your best interest to consider moving your pension.
In 2015, the Government gave everyone with a final salary pension the right to transfer to something more flexible. These ‘pension freedoms’ give you the right to make choices about your pension and your retirement. You no longer need to stay in a final salary pension if there is something more suitable for your needs.
Whilst a final salary pension usually offers a guaranteed income for life, by transferring your pension you could benefit from:
High Values
Many final salary pensions offer large transfer values in exchange for giving up some benefits
Flexibility
Freedom to access your money on your terms; withdrawing any amount at any time
Death Benefits
Ability to pass your pension on to your family when you die
Why NorthStar Wealth Management?
At NorthStar, we provide award-winning independent financial planning designed to help you take control of your money, grow your wealth, protect your lifestyle and plan for a more certain future. We bring a fresh perspective and innovative approach to wealth management. Our team of chartered financial planners combine their expertise with the latest technology to provide the highest quality independent financial planning and advice. Based in Ocean Village, Southampton, we have clients across the UK.
Bespoke Service
Everyone is different so every NorthStar client only pays for the services they need – a tailored, flexible approach that really delivers results
The Very Best Advice
We only provide fully independent and impartial advice delivered by Chartered Financial Planners – the gold standard financial planning qualification
Low Fees
By harnessing the latest technology, we deliver impressive efficiencies meaning you pay much less than with many comparable advice services
Online Account Access
View and manage your investments any time, any place using any connected device with our client portal and dedicated customer account centres
Transparent Fees
We are proud to display all our fees upfront on our website and are committed to complete charging transparency at all times
Advice Your Way
No mundane meetings and weighty paperwork – we use technology to deliver advice as you want it – face-to-face, phone & virtual online meetings
Book Your Free Introductory Phone Call
An introductory phone call is your way to find out a little about what we do, how we do it and how we can help you. Equally, we can find out a little about you to see if our final salary pension review service is a good fit with your requirements. During the 15-minute phone call you will be able to speak with an experienced financial planner who will be able to give you some initial information and guidance and explain the next steps.
Call or email us today to book your introductory phone call or simply use the meeting sheduler below to book in 60 seconds flat.
Defined benefit transfer advice provided by selected third-parties. This service is not provided by NorthStar directly.
Make the most of your final salary pension with an expert review
Have Questions?
If you have any questions or just want to know a little more about our final salary pension review service, please get in touch.
Contact Us
More Info
Head Office Address:
NorthStar Wealth Management
Ocean Village Innovation Centre
Ocean Way
Southampton
Hampshire
SO14 3JZ
Get directions to the NorthStar head office
Freephone: 0800 6906 247
Email: info@nswm.co.uk
Awards, Accreditations & Trade Associations
NorthStar is proud to be a member of the leading financial planning trade associations. Through a continued commitment to adhere to the highest professional standards and deliver exceptional service, NorthStar has received a number of awards and professional accreditations.
