Pension Advice and Retirement Planning

We'll help you make the right arrangements choosing a pension that suits you for a comfortable retirement.
We're proactive

We don’t just look after you, we look out for you.  That means we bring you insights, advice and keep you up to date on all kinds of legal matters so you can keep ahead.

We’re expert-led

We match a member of the team with the right expertise to every client, who will invest time getting to know you, who will look after your interests and ensure you have access to the whole firm when you need it.

We talk your language

The legal and financial matters might be complex, but we aim to keep things straightforward and explain everything in terms that are relevant to you.

Overview

Planning for the future with expert independent financial advice

Understanding the options for the best possible retirement

There is a wide variety of pension options, each governed by its own set of rules, and a multitude of options for what you can do with your pension funds when you’re ready. Our expert IFAs (independent financial advisers) are on hand to explain the options so that you can make the right choices for your retirement.

Quality advice from the best advisers

Your pension is your security for the future, so we understand how important it is to make the right choices. Our IFAs have many years of experience between them, and understand the pensions market inside out, with strong attention to every detail. Our Pension Transfer Gold Standard accreditation gives you the confidence that you’re dealing with a firm that is going beyond the minimum requirements when giving financial advice.

Helping individuals and businesses for all your pension needs

Your retirement can offer various options such as later life lending, where equity release allows you to access a lump sum by unlocking the value of your home.

Our advisers can also advise businesses on company pension schemes, including auto-enrolment, group pension schemes and directors’ pension schemes.

It’s good to act early so that you can ensure your pension gives you the right level of security and comfort in retirement. Before you plan for your retirement income, you should always consult an independent financial adviser.

How we can help

If you’d like to meet one of our experts for a confidential, no obligation chat, please get in touch.

We have offices across Cambridgeshire, Essex and Hertfordshire, but we can help you wherever you are in England and Wales.

We’ve been very impressed by the foresight the team at Tees have shown, for example, with planning pensions. We’ve been made to think about our approach to finance in a completely new way.

Our expertise

Our pensions and retirement planning advisers can support you on a range of issues and services including:

  • Planning for retirement, including pensions for children
  • Transferring all your pensions into one pension plan
  • Defined Benefit pension transfers
  • Additional voluntary contributions (AVCs)
  • Personal pensions
  • Stakeholder pensions
  • Small Self-Administered Pension Schemes (SSASs)
  • SIPPs (self-invested personal pensions)
  • Workplace pensions
  • National Employment Savings Trust (NEST) schemes
  • Taking an early pension
  • Annuities, pension drawdown and tax-free lump sums
  • Later life lending, including equity release 

Legal and financial advice

As well as providing financial advice from our experienced team, Tees is also a top-tier Legal 500 firm so any legal issues around your retirement such as succession planning and wills can be taken care of under one roof.

Our independent financial advisers work closely with our lawyers, always preserving confidentiality, and ensuring our clients have all their needs looked after.

Our experience in pension advice and retirement planning

Key people

Featured insights

Frequently asked questions

Contact us today

If you’d like to meet one of our experts for a confidential, no obligation chat, please get in touch.