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The right advice is just a click away.
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Click the 'Get Advice' button at any time to contact Plan Your Retirement for a no-obligation chat.


Need a quote?

If you would like a quote from us for your retirement pension annuity, please just Ask for a Quote. Alternatively, you may have a question regarding your pension, your annuity or perhaps you're thinking of retiring abroad. From the enquiries we receive, we know how difficult it can be to find a simple answer to a not-so-simple question.

If you'd prefer an informal chat on the phone, without obligation, please call us on 0845 003 7460.

Simply Ask us a Question and we will get back to you quickly with a straightforward reply.

Alternatively, just Email us and we'll be in touch.

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Looking for retirement advice?

Retirement adviceWhatever your age, the need to plan your retirement and to understand the options available to you regarding your personal and occupational pension schemes and investments becomes increasingly important as you approach retirement.

Based in Kidderminster, Plan Your Retirement offers you specialist retirement planning advice, including pension release and pension lump sum calculation and advice. Our professionally-qualified and FSA-registered independent financial advisers will be able to provide you with advice that takes account of your personal circumstances and future aspirations.

Use our free Pension Calculator to work out how much you might receive. Remember, the plans that you make now can help you look forward to a financially secure and well-managed future.

Covering the West Midlands, Worcester, Bromsgrove, Redditch, Malvern, Bridgnorth, Shrewsbury, Ludlow, Wolverhampton and surrounding areas, your Plan Your Retirement financial advisor will have answers to the questions you may already have regarding your pension and investments:

  • How do I plan properly for my retirement?
  • How much income will my pension plans or investments provide?
  • What is an annuity?
  • What about pension release?
  • How do I calculate my pension lump sum?
  • What are my options?
  • When can I retire?
  • What about Income Tax?
  • What about Inheritance Tax?
  • What happens to my dependents if I die?

And getting the right advice has never been easier.

Simply click the 'Get Advice' button and fill in the brief details requested in the Contact Form. We will contact you shortly to make arrangements for a financial advisor to get in touch with you, either by phone or by email, as you prefer.



















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Plan Your Retirement Ltd is registered in England at HSBC Chambers, Listley Street, Bridgnorth, Shropshire WV16 4AN Company number: 6354831
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