Pension Options Direct

Pension Options Direct Pension Options Direct offer free consultations and guidance with no obligation or commitment. You h

Also known as a ‘Money Purchase’ pension this is a pension where the benefits are not defined and the value of the pensi...
29/04/2022

Also known as a ‘Money Purchase’ pension this is a pension where the benefits are not defined and the value of the pension investment will depend entirely on how much money has been paid in and what return on the investment has been achieved.



We simplify the process and work on a non-advised basis.

By providing you with information about the different types of pensions and the advantages and risks associated with those pensions we enable you to choose what type of pension you would like.



We enable you to be in control of your pension income.



Get in touch today.




A lifetime annuity is designed to provide you with an income and is payable for the rest of your life as a minimum.

The...
27/04/2022

A lifetime annuity is designed to provide you with an income and is payable for the rest of your life as a minimum.



The funds that you have saved into your pension pot are used to purchase an annuity either from your existing pension company or a new pension provider.



We are pension income specialists.

We search the whole of the market to obtain the best pension annuity and drawdown rates for you.



We specialise in low-risk pension products such as Lifetime Annuities and Enhanced Annuities as well as Drawdown products like Guaranteed Drawdown also known as Fixed Term Annuities.



It can be a lot easier to talk through your requirements, so feel free to call one of our specialist team to discuss your Pension Options.



Equity Release is a way of taking some of the value of your property as cash to help you do the things you would like to...
25/04/2022

Equity Release is a way of taking some of the value of your property as cash to help you do the things you would like to do without selling your house and moving home.



More people are turning to Equity Release as a means of providing additional income in retirement

Have you got any questions?

We’re here for you.




Did you know?Enhanced annuities work in the same way as a standard pension annuity but also take into account your lifes...
22/04/2022

Did you know?

Enhanced annuities work in the same way as a standard pension annuity but also take into account your lifestyle and health conditions.

We can help with any questions you may have.

Call 0845 576 0102 , email on [email protected] or visit pensionoptionsdirect.co.uk for more!

Did you know?Do you want income to stop upon death or continue to be paid to a partner will affect the level of income o...
20/04/2022

Did you know?

Do you want income to stop upon death or continue to be paid to a partner will affect the level of income offered?

We can help!

Let us guide you with all your questions about your Pension.

Call 0845 576 0102, email on [email protected] or visit pensionoptionsdirect.co.uk for solid and reliable advice.

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This includes smoking, alcohol intake, weight, blood pressure and cholesterol levels.We will be able to answer any quest...
18/04/2022

This includes smoking, alcohol intake, weight, blood pressure and cholesterol levels.

We will be able to answer any questions you have about your Enhanced Annuity.

Visit pensionoptionsdirect.co.uk for a quote or to talk to our friendly team!

How Can I Claim Overpaid Tax On My Pension Lump Sum?
Tax will most likely have been deducted under PAYE rules using an e...
15/04/2022

How Can I Claim Overpaid Tax On My Pension Lump Sum?


Tax will most likely have been deducted under PAYE rules using an emergency tax code. 



You can either wait until HMRC reconcile your tax affairs in the next tax year or claim for early repayment of any overpaid tax by using form P53 or P53Z. 



These forms are available from www.gov.uk.

We work on a non-advised basis. By providing you with information about the different types of pensions and the advantages and risks associated with those pensions we enable you to choose what type of pension you would like.

We enable you to be in control of your pension income.

We can also offer help with Equity Release through a 3rd party on a fully advised basis.

Call 0845 576 0102, email on [email protected] or visit pensionoptionsdirect.co.uk for more!

When Can I Access My Pension Investment?You cannot normally access the money in your pension before age 55.We are pensio...
13/04/2022

When Can I Access My Pension Investment?

You cannot normally access the money in your pension before age 55.

We are pension income specialists.

We search the whole of the market to obtain the best pension annuity and drawdown rates for you.

We specialise in low-risk pension products such as Lifetime Annuities and Enhanced Annuities as well as Drawdown products like Guaranteed Drawdown also known as Fixed Term Annuities.

Call 0845 576 0102, email on [email protected] or visit pensionoptionsdirect.co.uk for solid and reliable advice.

I Want To Access My Pension, What Process Will We Go Through?
Our business model involves us asking you a series of ques...
11/04/2022

I Want To Access My Pension, What Process Will We Go Through?


Our business model involves us asking you a series of questions designed to enable us to gather sufficient information and understanding of your requirements that we can present you with information on all of the options available to you. 



We aim to do this in such a way that you are fully empowered and confident enough to make an informed decision as to the best outcome for your personal circumstances. 



If at any time during the process it becomes evident that you require and/or need formal recommendations for a particular course of action and we will refer you to an independent financial adviser.

Visit pensionoptionsdirect.co.uk for a quote or to talk to our friendly team!

Enhanced AnnuitiesEnhanced Annuities are Lifetime Annuities which also take into account your Lifestyle and Health Condi...
08/04/2022

Enhanced Annuities

Enhanced Annuities are Lifetime Annuities which also take into account your Lifestyle and Health Conditions.

These can provide a greater level of pension income.

Call 0845 576 0102 , email on [email protected] or visit pensionoptionsdirect.co.uk for more!

Releasing Tax Free CashWhen you are 55 or over you can access your pension and if you wish take a tax free lump sum. You...
06/04/2022

Releasing Tax Free Cash

When you are 55 or over you can access your pension and if you wish take a tax free lump sum.

You can then invest the remainder in a pension product and either take an income or keep it invested.

You can normally take a 25% tax free lump sum

Call 0845 576 0102, email on [email protected] or visit pensionoptionsdirect.co.uk for solid and reliable advice.

Tax Free Lump SumIf your pension has not been crystalised (accessed previously) you can take a tax free lump sum from yo...
04/04/2022

Tax Free Lump Sum

If your pension has not been crystalised (accessed previously) you can take a tax free lump sum from your pension.

This is normally in the form of a 25% tax free lump sum payment but some schemes do have enhanced benefits.

Visit pensionoptionsdirect.co.uk for a quote or to talk to our friendly team!

Address

17 Court Barton
Ilminster
TA190DU

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

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