What size pension you need to support your retirement
The biggest income you could take from your pension
How to make sure your pension doesn’t run out
Plus much more
Tells you the best and most tax-efficient way to take your money
Recommends where to invest your money that’s right for you
Looks at ways of reducing any potential Inheritance Tax
We can show ways to boost your pension by using tax relief
Advice on whether you should combine your pensions
Retirement is an exciting time that many of us look forward to. And we want to make it even better by giving you a bespoke plan to help you achieve the retirement you want.
Giving answers to common retirement problems
How much do you need
We use retirement tools to work out how much you need to achieve your income requirements. We can also look at quick ways to give your pension a boost and work out if you can retire earlier than you think.
What’s the most you can take
We’ll calculate how much your pension could be worth when you retire. We’ll then recommend a fund that matches your risk profile and factor in inflation to work out the biggest sustainable income you could take.
How long will it last
Your retirement could last 20 years or longer. We take this into account and build in fund performance over that period as well as future changes in income to create a retirement plan that lasts your full retirement.
Any advice recommendations we make are from a carefully selected range of products and funds. This includes one of the most popular ranges of funds in the UK that is only available through a financial adviser.
Using a focused and controlled approach allows us to develop an in-depth knowledge of the products, so we can safely and confidently recommend a solution that’s right for you. This is known as restricted advice.
Your no-obligation retirement plan
How we use your data
We will use your details to arrange a suitable date and time for an appointment with a Financial Adviser. For a copy of M&G Wealth Advice Limited's latest Data Protection Notice, please visit www.mandgwealth.com/mydata. This gives further information about how and why we use your personal information (including any sensitive personal information), who we may share it with and your rights around your personal information. Alternatively, you can request a hard copy to be sent to you by writing to The Data Protection Officer, Customer Service Centre, Lancing BN15 8GB.
Please note that we collect personal information from you that is necessary for us to either provide you with the product or service you’ve requested or to comply with statutory or contractual requirements. Unfortunately if you don’t provide all of the information we require this may mean we are unable to provide our products and services to you.
Get your no-obligation retirement plan in three simple steps
1. Book
Complete the form above and we’ll call to allocate your adviser and answer any questions
2. Call
Your adviser will call to introduce themselves and discuss what you’re looking for help with
3. Meet
Your adviser will set up a meeting to review your finances and create your retirement plan
Each step above is free and there’s no pressure or obligation to progress at any stage – it’s entirely your choice. We only ask for a charge if you’re happy with the recommendations at Step 3 and want us to set them up for you.
