Access Tax Free Cash

 
We receive many enquiries from people who wish to take the tax free cash from their pensions but do not want to retire.

Typical uses for this have been:
  • Early repayment of mortgage
  • Repayment of Debts
  • Funding business ventures

If you have existing pension benefits it may be possible to extract your tax free cash before your selected retirement date. It is important to analyse each case on it own merits to ensure that the policyholder is not penalised by the pension provider.

Once the tax free cash has been withdrawn the policyholder then has the option of taking an income immediately or deferring taking income until a later time.

If you would like further information regarding this please enquire through our site. We have advisers ready to help.