In our experience most people can spend a lot of time at work dreaming of retirement. Yet very few actually put in place any plans to guarantee the life they want once they finish their working life. That’s why when people consider looking for advice about pension planning in Lancaster they come to us.

Our specialist pensions advisers will take the time to present your pension planning options in straightforward English (free of jargon) and advise you on the best course of action for your long-term financial security.

We will advise you on anything that you’d like us to consider or that we think that would be best for you from the benefits of taking a tax-free lump sum through to annuity rates and the best ones to suit your needs.

If you live in the Lancaster – Morecambe area and require pension advice and would like to speak with an adviser about your retirement whether in the near future or far, please don’t hesitate to call us for on 01524 888877.

PBS provide independent pension advice on how to build up the savings you will need for your desired retirement. We work with you to gather an understanding of the lifestyle you will require and the money that will be needed to support this. From there we advise on how much needs to be saved from now until retirement, and the most appropriate investment strategy to get there. Our advice is independent and as a result we are able to advise on the most suitable pension from the market and are not limited to only a few providers.
The time most of us look forward to after all those years of hard work we now have more time to enjoy ourselves. But how do we make sure our pensions provide the income we need to support this? PBS are able to advise you on the options of taking a tax free lump sum or whether its more advantageous the to have a larger annual income. Our advisers will run through an explain the various options, and provide you with advice so you can make an informed decision.


If you would like to know more about our services then please contact us on the details below or click below to send us your details and we’ll get straight back to you.