Specialist Pensions Advice

SIPPs

SIPPS

Self-invested Personal Pensions

Help to take greater control of your pension.

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Personal Pensions

Personal Pensions

Planning Your Retirement

Get tax relief up to 45% on contributions.

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Group Personal Pensions

Group Pensions

NEST and Auto Enrolment

Advice for companies on setting up schemes.

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Review Your Pension and Retirement Options

Whether you’re planning to start a pension or about to retire and want to make the most of your existing pension pot, Approachable Finance can help. Recent pension changes mean more freedom in how you can take and use retirement income, and we offer sound, honest and unbiased advice on how clients can maximise pension savings throughout their retirement.

Whatever your circumstances, whether employed, self-employed or already retired, our advisers provide expert, clear guidance. We take time to understand you and your finances before presenting the retirement planning options available.

  • Would you like to start saving for your future?
  • Need clear advice on the saving and investment options?
  • Want to understand the pros and cons of taking money from your pension pot?

It's never too early to review your pension plans. Contact us today for a NO OBLIGATION pension review

Request a Review

SIPPS: Self-invested Personal Pensions

Key Benefits of SIPPS

  • Wider investment choice with access to 1000s of funds, shares and trusts
  • Greater flexibility, control and access to your pension
  • Available in annuity or drawdown
  • Greater opportunity to make better returns, though at greater risk

Is it the Right Choice for You?

SIPPs offer a much more flexible approach to investments and are particularly suited to those wanting to take control of their pension investment choices.

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Personal Pensions

Help Choosing a Personal Pension

At Approachable Finance we continuously review providers to source the best performing personal pensions before recommending them to our clients. We also match your financial situation against the contributions and charges of individual plans and offer clear advice on the levels of risk associated.

Planning Your Retirement

Understanding how much a pension might be worth and how much you may need at retirement is vital. We provide clear advice on making the most of your combined investments.

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Group Personal Pensions (NEST)

Group Personal Pensions for Employers

With growing costs and liabilities in occupation pensions and changes to pension legislation, many employers are opting for Group Personal Pensions as a way to meet government requirements and provide employees with a flexible pension scheme. Approachable Finance can provide advice to employers on the best practices for establishing these schemes.

NEST and Auto Enrolment

Under new pension rules your workers should be automatically enrolled into a NEST pension and entitled to a minimum level of contributions. We help employers set up the work-place scheme.

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