We are authorised and regulated by the Financial Conduct Authority
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Your pension portfolio, in a nutshell
Your Pension Access portfolio determines how and where your savings are invested. And even if you take your 25% tax-free cash, that’s 75% of your pension that still needs careful management.
At Pension Access we have 5 main portfolios that reflect the different attitudes people have when it comes to how much risk they are prepared to take with their pension investments. And through our portfolios, our clients’ money is invested in over 11,000 companies worldwide.
Releasing pension money early isn’t right for everyone as it will leave you worse off in retirement. That’s why it makes sense to speak with a financial adviser, such as Pension Access.
Power up with a Pension Access portfolio
Let’s look at how each of our main portfolios has performed compared with an industry benchmark.1
Past performance is not a reliable indicator of future results. As with all investments, capital is at risk.
1The performance figures are based on 10-year average annualised returns as of February 2023. They do not take into account the impact of any associated charges, including financial advice. Source: FE Analytics. When we talk about the benchmark we are referring to an Investment Association average composition that matches the risk rating for each of our portfolios.
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Pension Access is a trading name of Harbour Rock Capital Limited which is registered in England & Wales as a Limited Company, No. 10290349. Authorised and regulated by the Financial Conduct Authority, No. 754580. Registered Offices: Affinity House, Beaufort Court, Sir Thomas Longley Road, Rochester, Kent, ME2 4FD. Telephone: 0800 304 7600. Email: pensionaccess@harbourrockcapital.co.uk
Your FREE information pack contains all the information you need to make an informed decision on wheter or not taking tax free cash from your pension is right for you.
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Complete the form and we'll send you an information pack in the post
Note: We are unable to advise on the state pension or any pension you are already taking an income from.
PRIVACY POLICY
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What's in your info pack?
Taking pension money early isn’t right for everyone because it could leave you with a lot less to live on in retirement. That’s why it makes sense to talk with a regulated financial adviser first.
There is no obligation at all and if you choose to get a check of your pensions then we also include a pre-paid envelope and a consent form so we can access details of your pensions.
Your FREE information guide contains all the information you need to make an informed decision on whether or not taking tax free cash from your pension is right for you.
We're on hand in case you have any questions, and we aim to make the process of withdrawing cash from your pension as simple as possible.
We are regulated by the Financial Conduct Authority so you can rest assured that any advice we give will be based on your best interests.
Get your FREE info pack
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