Free Pension Guide

Thanks For Your Interest!

Thank you for your interest in G+E Wealth Management, we are here to help you get the best from your pension fund and ensure your retirement brings you everything you wished for.

Please click the link below to download our Guide to Self-Invested Personal Pension Schemes (SIPP); which is one of the pension options we would consider as part of your overall retirement planning.  Saving for your retirement is one of the longest and biggest financial commitments you will ever make and we have decades of experience to help you make the right choices.

Click here to download your copy

Frequently Asked Questions

  • I’m approaching retirement, what are my options with my existing pension funds?

    There are lots of options available at retirement. The best of option for you depends on your specific pension funds and your wider needs, objectives and financial position.

  • What is a SIPP?

    A SIPP, or Self-Invested Personal Pension, is a type of pension plan offered by most many pension providers. A SIPP offers a much wider range of investment options and flexibility compared to traditional pension plans.

  • What’s the best investment I can make?

    There are many investment products available to UK investors. Choosing the right one depends on your views and attitudes to risk, taxation and wider objectives.  Our Independent Financial Advisers (IFAs) based in York and Leeds will help guide you to the most suitable solutions for your needs.

  • Can I buy property in my pension?

    Some pension plans allow the option of purchasing Commercial Property. However, not all commercial properties can be held in a pension fund. Get in touch for advice on this.

  • What is an annuity?

    An annuity is a product that allows you to taken income from your pension fund in retirement. This used to be the only way to access our pension funds, but following changes in pension regulations, there are now many more options available.

  • Should I take out a Drawdown Pension?

    A Drawdown Pension is a great option for many people when they are looking at taking an income in retirement. However, a drawdown pension is not always the right option for everyone.

Get in touch

To find out more about how we can help you with your financial plans, get in touch.

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David Holdsworth

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