The Pensions Advisory Service Mid-Life Review

The Pensions Advisory Service (TPAS) are offering IPSE members the opportunity to take part in a Mid-Life Review.

The review will be aimed at self-employed people aged 35-55 and will aim to identify if you’re on track for your retirement plans and if not how best to make your goals more achievable.

 

Mid-Life Review Image

 

The Mid-life Review is a telephone appointment, which will be held at a time of your choosing with a TPAS pension specialist. The appointment will provide impartial and independent guidance to help you think about your pension planning and your next steps. The appointment will be a conversation about your personal circumstances, which may cover your current financial, work, family and health situation, discussing how your circumstances may influence your pension and retirement plans.

You’ll receive:

  • Dedicated time and guidance on your pension and retirement plans with a pension specialist
  • A summary of the appointment providing all the key points and information

TPAS are launching the new service in an effort to support self-employed people with the particular retirement issues they face. You can register your interest for a Mid-Life Review by visiting: https://www.pensionsadvisoryservice.org.uk/about-pensions/saving-into-a-pension/self-employed-and-pensions/self-employed-and-pensions-help

 

Who are TPAS?

TPAS have been helping consumers to better understand their pensions for over 35 years. As a non-departmental public body they provide independent and impartial guidance and information on all pension matters. They can be contacted on their free helpline on 0800 011

3797 weekdays from 9am-5pm and online at www.pensionsadvisoryservice.org.uk

 

Meet the author

IPSE
IPSE is the leading association for contractors, consultants, interims, freelancers and the self-employed. We strive to bring our members the most comprehensive and useful range of information and services and all the latest news about what affects your business.