It’s time to decide

It’s time to decide

Approaching retirement is an exciting time. There are however some key financial decisions you need to make, which will affect you for the rest of your life!

The Trustee wants to help you make the most of the benefits you have built up in the Plan.

The first question you need to consider is whether you keep the benefits within the Plan or consider transferring them to another arrangement.

You can find out more about your options by clicking here to watch a short video from Origen Financial Services.

IMPORTANT: If you do want to transfer to another arrangement, and the value of your benefits is more than £30,000, you will, by law, need to take professional advice first. Bear in mind, there is no guarantee an adviser will recommend transferring your benefits as the best course of action for you.

To find out more, please click on ‘Transferring out’ and ‘Financial advice’ in the menu on the left.