Associated Newspapers Limited, trading as Mail Finance, is an Introducer Appointed Representative of HUB Financial Solutions. If, after going through our service you decide to take out a product, HUB Financial Solutions will pay a commission to Associated Newspapers Limited.
If you’re transitioning towards retirement, or just want to understand whether or when you can afford to retire, our service can help. We will:
No matter what your personal circumstances are and what your financial position looks like, if you’re approaching retirement and ready to explore how to take your retirement income, then this service is for you.
You’ll have a no obligation meeting with one of our Financial Planners to discuss your hopes and needs for retirement.
Using the information you’ve given us, we’ll go away and develop a plan that’s specific to you and your circumstances. A plan that will show how you could achieve the retirement that you’re wanting to have.
Cost: £0 – there’s no charge to you for this stage of the service.
Once we’ve finished producing your plan, we’ll present an initial version to you. It will provide an overview of how we think your pensions and savings should be used and where they should be invested.
We’ll also provide you with a picture of what your finances might look like throughout your retirement.
Cost: £0 – so you’ll be able to get a feel for what your retirement might look like without it costing you a penny.
A fee will apply if you’d like us to provide you with our full recommendation report and progress any actions agreed.
Cost: £999
Life’s plans can and do change. If you've been recommended an investment product we’ll hold regular reviews with you to help ensure you remain on track, you remain on track to achieve your retirement goals without running out of money.
| Fund Value | Advice charge |
|---|---|
| Up to £150,000 | 0.75% |
| £150,000 to £500,000 | 0.60% |
| Over £500,000 | 0.25% |
By providing the requested data, you consent to HUB Financial Solutions contacting you to progress your enquiry. We will use the data only in relation to our retirement income service and for no other purpose. For more information about how HUB Financial Solutions use your personal data, read our privacy policy.
We would also like to send you relevant information about other products or services from time to time.