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Income Dawdown Brochure

Retirement Options Brochure

Pension Transfer Brochure

We want you to make the most out of your retirment

There are so many ways that retirement benefits can be taken , it can often be bewildering. We at Heritage are here to help guide you to achieve the maximum possible pension income for just you or you and your spouse/civil partner.

It makes perfect sense to take the time in the knowledge that your hard earned savings will provide the highest income for the remainder of your life.

There are several steps you must take to help us help you, which are:

  1. Complete the on-line Immediate Retirment Questionnaire
  2. Depending on the results of the Questionnaire, obtain and provide you with quotations
  3. Create and provide you with a Financial Plan that contains our research and recommeded products
  4. Assist with applications and implement the products that we have recommeded