TEL: 01283 761866

'You voluntarily choose to provide personal details to us via this website.  Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998.  You agree that such personal information may be used to provide you with details of services and products in writing, by email and by telephone'

Your Pension Options at Retirement

Retiring soon? It is important to understand the different options for your pension and how it can support you for your retirement. 

Jay Financial has been advising clients on their retirement pension options for over 20 years.Whilst we are based near Swadlincote, our clients come from all the surrounding areas - such as Derby, Nottingham, Leicester, Ashby de la Zouch and Burton upon Trent. 

Clear Pension Advice - No Jargon - Understand Your Options - Make Informed Choices

Never used a financial advisor before? Many of our current clients hadn't either so this is how our retirement advice process works: 

  • Attend one of our free information evenings or call us for a no-obligation chat
  • We'll explain our costs and arrange an initial face-to-face meeting
  • Meet your advisor and confirm you'd like to work with them
  • Discovery meeting - this is where we find out all about you, your objectives for your retirement and what's important to you
  • Jay Financial will then research the best options for you and your pension during retirement
  • We'll then explain what we've found and do all the paperwork
  • Everything will be confirmed to you in writing and we'll even help you with any tax forms!

There's no limit to the meetings you have with your advisor - we want to ensure you have all the information you need to make the right choice!

Jay Financial will help you understand your pension and retirement options Jay Financial will help you understand your pension and retirement options Jay Financial, your local pension advisors in Swadlincote

Regulatory Statements

Jay Financial is authorised and regulated by the Financial Conduct Authority

FCA Firm Number: 450655

Telephone : 01283 761866

Principal: Jacqueline Fancourt

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

To visit the FCA consumer website - The Money Advice Service - please click here

To verify our status with the FCA, click here and key in our FCA number: 450655