Financial Planning

PruUK_RGB

Make Me A Will has partnered with Prudential Financial Planning to provide you with a professional face-to-face financial advice service.

New and far-reaching pension changes took effect in April 2015. In a nutshell, from age 55 you now have more freedom over how you take money from your pension, you could even take the whole fund as cash – the first 25% is normally tax-free, depending on individual circumstances.

The flipside of all this freedom and flexibility is that as a saver you now face what may seem like a maze of options – whether you’re retiring now or in a few years.

To give you an idea, typical questions that people are asking Prudential Financial Planning advisers include:

  • Do the new rules affect me, even if I’m not retiring yet?
  • When can I start taking money from my pension?
  • ​How much tax would I pay on further withdrawals?
  • How exactly do I pass on my pension to my children?
  • Should I move savings and investments to my pension?
  • Will my current financial plans still be relevant under the new rules?

​They’ve found that many people want advice on taking control of their finances – which is where they can help with a one-to-one financial planning review that takes into account your personal circumstances.

An invitation from the ‘Man from the Pru’

Prudential Financial Planning believe that these things are better discussed face-to-face, in the comfort of your own home or wherever you prefer, and at a time to suit you. They will spend time with you to explain the advice process, and will then develop a full financial plan based on your current circumstances and future needs. Of course, there is no obligation to go forward with any of their recommendations.

Call today for your no obligation personal financial review with your local ‘Man from the Pru’ on Freephone 0800 151 3919 (Mon-Fri 9am-5pm) and quote ‘ Make me a will’ or complete our online enquiry form, if you don’t already have a financial adviser.

 

Prudential Financial Planning advisers are qualified in financial planning and can advise on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service. Make me a will receives a fee if you proceed with a recommendation from Prudential Financial Planning. Your adviser will give you details about this when you meet.

 

Prudential

“Prudential” is a trading name of Prudential Financial Planning Limited. Prudential Financial Planning Limited is registered in England and Wales. Registered office at Laurence Pountney Hill, London EC4R 0HH. Registered number 5739054. Authorised and regulated by the Financial Conduct Authority.

Royal Air Forces Association
ipw member
accredited member society of will writers
National Federation of Funeral Directors
forces discounts