A pension is a tax efficient way of saving for retirement and is a long term savings plan, which is used to provide money when you retire. The money you contribute to a pension builds up until you decide to retire or access the pension fund. Currently the earliest age you can access a pension is age 55 and will increase to age 57 in 2028, under current legislation.

When establishing a Pension is it vital that you seek independent financial advice to ensure your needs and objectives are met. When planning for retirement it is vital to regularly review your situation and your retirement goals. Our Investment Service provides you with an annual review of your pension and assists you in planning to ensure you are on track for a comfortable retirement.

“I established my first personal pension with Corporate Benefits on starting a new job in 2014, having previously held a corporate pension.  Being fairly new to pensions, Corporate Benefits were extremely helpful in giving me enough information and advice to understand the tailored pension they recommended for me.  They have happily answered any questions I have had during the process, including helping me to understand clearly the breakdown of payments and investments.  With the pension recommended for me, I have been able to monitor the pension growth and personalised regular investment reviews made via a web portal which has been both interesting and rewarding.  At my first yearly review, earlier this year, I was pleasantly surprised by the growth over my first year and reassured that the regular monitoring of my pension strategy are benefiting me over the longer term.”
Dr Ewan Towie