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Corporate and personal pension planning

Pension Advice

Whether you are looking to create or review a personal pension, or are an employer looking to set up a pension scheme for your company, our team of expert Pension Financial Advisors in Derby, Leicester and Nottingham can provide specialist pension advice.

Contact us today via our online enquiry form or call 0800 024 1976 for expert advice.

Contact Us Today

Our specialist team of Pension Advisors

At Nelsons, we work with and advise individuals and businesses across the UK to help safeguard your financial future. Our dedicated team help you throughout the entire decision-making process, helping you make the right decisions for your circumstances.

Passing Pension Onto Loved OnesPersonal pension advice

Our Independent Pension Financial Advisors can help you provide for a secure future through careful retirement planning by:

  • Reviewing the pension provision you have made so far and tell you how much you can expect when you retire; and
  • Advising on what further provision you need to make to meet your goals.

A pension review covers:

  • Should you simplify your arrangements by consolidating them within a single pension wrapper?
  • Can you reduce the charges?
  • Can you acquire more flexibility and choice in managing the investments in your pension portfolio?
  • How you can make the most tax-efficient payments into your pension?
  • Can death benefits be taken outside your estate as a means of saving tax?
  • What is the best way of taking your pension when the time comes?

We can advise on all pension issues, from stakeholder and occupational pensions, annuity purchases, income draw-down, Self-Invested Personal Pensions (SIPP) and Small Self-Administered Schemes (SSAS).

As well as pension advice, we can assist with related issues, such as considering your Will to ensure your tax affairs are arranged to your best advantage and can help with pension adjustment on divorce.

Workplace pension advice – auto-enrolment

All employers now have an obligation to help safeguard the financial future of their employees through pension auto-enrolment.

Our team of Pension Financial Advisors help employers understand their legal obligations. We can review and provide advice on existing pension schemes and on setting up a new scheme for your organisation. We’ll recommend the best pension scheme for you and your employees, and we’ll work with you to introduce it and review it.

Meet the team

View Full Team

Why choose us?

  • Regulated and impartial advice – We are one of the largest law firm providers of independent financial advice in the UK and are authorised and regulated by the Financial Conduct Authority.
  • Comprehensive retirement planning – From building your retirement savings to deciding on pension withdrawals, we offer a full range of services to meet your retirement needs.
  • Access to the Financial Ombudsman Service – Should you need it, you have recourse to the Financial Ombudsman Service and the Financial Services Compensation Scheme.

If you have any questions, please do not hesitate to contact our dedicated team of Pension Financial Advisors in Derby, Leicester and Nottingham via our online enquiry form or call 0800 024 1976

Testimonials

Make an enquiry

If you wish to contact us, please complete the form below. A member of our team will be in touch as soon as possible. When you submit this form, you are consenting to a member of our team to contact you via phone or email regarding your request. We encourage you to review our Privacy Notice for detailed information on how we manage and protect your data.

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Pension Financial Advisers FAQS

Below, we have answered some frequently asked questions concerning pensions advice

Get in touch

Speak to us now on 0800 024 1976Email Us

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