Consolidating Pensions from Old Employers
Did you know that you may be able to transfer your pension from your old company plan to your own private funds? Or that if you have more than one pension you can consolidate them into one fund? Well you can, and here in Mason Wealth Management we’ll help you to make the most of your legacy pensions.
Leaving your pension with an old employer means you are tied to their scheme and their rules. But you don’t have to leave your funds there.
You can gain even greater control of your funds and invest these in a provider of your choice where you have full control over where you invest and when you retire. You can control the way you take your benefits too and even potentially access your funds from the age of 50.
Call us. Ask us about Consolidating your Pensions and see for yourself.
We’ll give you impartial advice because we’re not tied to one investment house, bank or insurance company.
Our senior consultants have decades of experience in all types of financial planning and financial management that delivers great results for our clients.
We take a holistic view, bringing greater choice and more products to the table, from several sources for maximum flexibility. We’ll then stay with you, advising and guiding you towards your financial goals.
Don’t just take our word for it
“As someone who had zero knowledge on pensions, where to start, what to invest in and what financial advice to seek, I have been superbly guided and educated on my pension and investments by Justin for the past 5/6 years.”
“As we're about to start a family, we felt the need to chat to a professional for some advice on how to best manage our finances. The insight and advice we got was far beyond what we could have hoped for! No matter what life stage you're at I've no doubt you'd get immense value from a consultation with Mason Wealth Management.”
“Mason Wealth Management was recommended to me by my accountant over 15 years ago and I'm still getting advice from them even now. What I liked from the start was that you get impartial advice and you do not feel like they are just trying to sell you products. They are on your side and are your advisors. I would not hesitate to recommend Mason Wealth Management.”
“We have had a fantastic experience with Mason Wealth Management. They show genuine understanding and care for us as their client, not just the wealth that we are investing with them. We constantly feel we are being given the advise that is best for us and the command that the firm shows of our portfolio and its active management is both impressive and very reassuring. I'd recommend them to any personal investor.”
“Mason Wealth Management provide us with really sound financial advice based on a real life understanding of our lifestyle choices. They give us the confidence to live our dreams.”