Pension Benefit Options

Putting you more in control of your future income and lifestyle and optimise being a member of your workplace pension scheme.

‘Why... what is your motivation? Why do you care about this?’

‘It is important to me to be more aware of how and when I can take the benefits.’

The workshop is designed to make you feel reassured by preparing you for taking the benefits in plenty of time and fully aware of the options open to you.

As discussed during the ‘Pension Optimiser Workshop’ some of the reasons that you may wish to attend this workshop (your ‘Why’) include:

Enhance your knowledge of the Benefit Options – so that you can decide which Option you wish to target
Not making a mistake when deciding on whether to Crystalise benefits or not
The importance of aligning your Pension Fund Strategy and the timing of this

Programme Dates and Registration

Please click here to register for the event. We strongly recommend that you attend the ‘Pension Optimiser Workshop’ before attending this session.

Preparation for the Pension Benefit Options Workshop

Please refer to your ‘My Financial Plan’ document (can be downloaded on the ‘Financial Coaching Programme’ page).

The workshop will focus on:

How... can you gather the relevant information and assess your options?

Deciding on which of the benefit options (Cash / Annuity / Flexible) you want to target
Align your Benefit Option to your Investment Strategy
Review your Finances – including how much to take as a lump sum

Please click on ‘Benefit Options Workshop’ for the Three Key Messages of the session.

What... next steps can you take?

Please refer to your ‘My Financial Plan’ document.

The value of a Defined Contribution pension will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

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