The Pensions Advisory Service Mid-Life Review
- 17 Aug 2018
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.
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.
- 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
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