Pensions & Retirement Planning
With so many pension pots, options and decisions to consider, it’s easy to feel unsure about your retirement plans.
At Tipping & Webb we keep things simple, clear and focused on what matters most – you and your future.
Why does pension planning matter?
Life is busy, but your pension isn’t just something you tuck away and forget about. It’s the foundation of your lifestyle when you stop working. Having a plan means you won’t just hope things work out and that you’ll know you’re ready.
How can we help?
It’s important for us, and for you that we take the time to understand where you are now, where you want to be and what matters most. Then we’ll work with you to build a practical, sensible plan that fits your needs. Here are some of the ways we support you:
Pension Review Service
We’ll look at all your pension pots, explain clearly what you have, what it’s doing and whether it’s working hard enough for you and your future.
Find out morePension Consolidation
If you have multiple pension pots from different jobs, we’ll help you decide whether combining them makes sense for you.
Find out moreRetirement Income Advice (Drawdown & Annuity Advice)
When the time comes to stop working, you’ll have to decide how to use your pension. Whether you go for drawdown, annuity or a mix, we’ll walk you through what each option actually means, as well as your options.
Find out morePension Transfer Advice
Sometimes moving a pension might make sense, whereas other times it could cost you benefits and not be worth it in the long run. We’ll help you weigh up the pros and cons before making a decision.
Find out moreSpeak to us about Pensions & Retirement Planning
Contact usWhat our customers say
“Amy has been a wonderful support as we look at getting our first mortgage for a renovation. She has explained everything with a wealth of experience behind her and in terms that even I can understand! We feel incredibly comfortable making such an important decision with Amy to advise and guide us; we couldn’t ask for any more patience and knowledge from this lovely lady. Would always recommend, without hesitation.”
R. Longley
“Fantastic help and advice from day one! Within a few minutes of meeting Dan for the first time both myself and my partner felt at ease and have never felt pressured which is so important, especially when making one of the biggest purchases of our lifetime. Would thoroughly recommend Dan to anyone and definitely those who are a first-time buyer as every step and process is well explained and any questions are always answered promptly with honesty.”
J. Humphries
“When we were just about at our wit’s end with the process of getting our first mortgage, Amy quite literally saved the day (and our sanity!) She was professional, calm and thorough. Fantastic communication throughout the whole process, she managed to secure us a fantastic rate and explained everything to us every step of the way. A genuinely lovely lady, cannot recommend enough.”
C. Charters
“Lisa was recommended to me by a friend and she did not disappoint, fantastic from start to finish. I found a house I wanted to make an offer on, emailed Lisa at 9 pm on a Sunday (not expecting a reply till the following morning) and I had a mortgage in principle by 10 pm the same night. Lisa was always on the ball even through COVID. I honestly can't thank her enough for all her help and will definitely be recommending her to people in the future.”
D. McCafferty