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What is Pension Release?

Pension Release is a flexible way of taking tax-free cash from your pension before you retire.

If you are over 50 and have a sufficient amount available in your pension funds you may be able to unlock money tax-free.  Once you have received your lump sum payment you can withdraw an unsecured pension immediately. Alternatively, any remaining funds can continue to be invested until you decide to retire at a later date.

Learn more about Pension Releases

Why use Pension Advance?

Pension Advance helps to connect pension release applicants with independent financial advice through RBR Jacobs. As Pension Release is not suitable for everyone it is important to evaluate each case on its own merits to ensure that it makes good sense to do so and that all other avenues have been explored first. If you access your tax-free cash, the benefits will be less than if you wait until your planned retirement age. Therefore, Pension Release may only suit a limited number of people. As Chartered Financial Planners RBR Jacobs hold an exclusive title which is only awarded to firms that meet rigorous criteria relating to professional qualifications, capability and commitment to ethical good practice.