What Our Clients Say
What We Help With
Consolidating multiple pensions into a streamlined strategy
Maximising your annual and lifetime allowances
Understanding options for accessing your pension, including drawdown versus annuity options
Structuring tax-free income
Using pensions as part of your estate planning
Reviewing the suitability of legacy schemes
Is This You?
We’re a trusted partner for:
Clients who are looking to consolidate pensions to obtain better value
Those with legacy pensions from multiple employers
Business owners planning a phased exit
Early retirees seeking flexible income
Individuals who are unsure how to draw their pension efficiently
Use Our Lifetime Annuity Calculator
How Our Pension Advice Services Work
- 01
Discovery Meeting
This initial consultation enables us to understand your pension assets, goals, and retirement timeline so we can plan accordingly.
- 02
Pension Audit
One of our financial experts analyses and models all pensions in your name to determine their structure and total value. This enables us to provide actionable advice that’s unique to your situation.
- 03
Optimised Strategy
We create a strategy that identifies and utilises tax-efficient withdrawals for optimal use of your finances. Our pension plans also consider consolidation where suitable.
- 04
Ongoing Review
Regular check-ins to adapt your pension plan as your income and life evolve.
Why Choose Willson Grange?
Thousands of client successfully advised
25 years of experience
Supporting clients nationwide
Highly experienced and dedicated team
Frequently Asked Questions
- Can I consolidate my pensions?
Often, yes, but it depends on the type of pensions you hold. We’ll audit each scheme and advise on what to keep, transfer or restructure based on what our experts think is best for you.
- When can I start drawing my pension?
At the time of writing, people in the UK can start withdrawing from their pension from the age of 55. Although this can vary depending on the scheme. Additionally, the best time to access your pension will depend on your broader financial picture, which we can help advise you on.
- Do you only help people near retirement?
No. We’ve worked with clients of all ages, often advising across decades to ensure our clients are on track to achieve their goals.
- Can you advise on SIPP, SSAS, and drawdown schemes?
Yes. We regularly advise clients on SIPP and SSAS suitability, pension transfers, and income drawdown strategies.