Income options at retirement

Questions for consideration

Are you within 6 months of wanting to take income from your pension(s)?

Have you received a retirement quotation from your pension provider but are unsure about your options?

There are a number of ways you can convert your hard earned pension fund into income. Which way is the best will depend mainly on these factors:-

  • The size of your pension fund
  • Whether you already have other income generating assets
  • How you feel about investment related risk now
  • Your state of health

Typical options are: flexible pension drawdown, lifetime annuity, temporary annuity and enhanced annuity.

There are other factors that you might consider important so, if you feel a discussion is warranted, Templegate would be happy to help.

Templegate covers the cost of the initial consultation.

So what next?

The only thing left for you to do is pick up the phone and call Templegate on 01264 300125 or 0345 833 8837, email or complete our enquiry form.


Templegate Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. 2plan wealth management Ltd is entered on the Financial Services Register under reference 461598. The FCA do not regulate will writing services or some forms of mortgages and Inheritance Tax planning. The information and content of this website is intended for UK consumers only and is subject to the UK regulatory regime. Templegate Financial Planning Ltd. Registered Office: Winton House, Winton Square, Basingstoke, Hampshire, RG21 8EN Registered in England No. 04416499.