Pension Planning

Why Choose Wealthmax for your Pension Planning?

According to Age UK, around half of people aged 40–64 may not have enough savings to retire comfortably when they reach state pension age. Without additional pension arrangements in place, you could face financial challenges later in life.

At Wealthmax, we help you explore private pension options that support your long-term financial well-being. Our team has extensive experience in the pension sector and can guide you through your choices, helping you avoid common mistakes and plan confidently for retirement.

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What we Offer?

Exploring pension options with Wealthmax means securing a future built on stability, ensuring peace of mind, and creating a financial foundation that supports your retirement goals.

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The State Pension

Provided by the government to those who qualify, your state pension gives you a reliable foundation for your retirement finances.

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Defined Benefits Pensions

You may also have the benefit of an employer sponsored pension through your work, which provides a guaranteed income.

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Private Pensions

These are personal pension schemes you set up independently. You choose the provider and how much to contribute.

FAQs

Do I need financial advice on how to cash in my pension pot ?
What is the difference between an SIPP and a personal pension ?
Can I withdraw my pension before 55 ?
Do I get my husband’s state pension when he dies ?

Need Help Navigating your Pension Choices?

At Wealthmax, our advisers are authorised and experienced in retirement planning. We offer regulated financial advice to help you explore pension options tailored to your needs and goals. Whether you are planning ahead or reviewing your current arrangements, we are here to support your journey toward a more secure financial future.