Our Services

Years of Experience
0 +


Financial Freedom without Boundaries

Welcome to JustPensions.co.uk, where we specialise in providing comprehensive financial services to help you unlock the full potential of your pension. As part of Inheritance Made Simple, we are independent estate planners and financial advisors committed to helping you achieve your financial goals and secure your future.

Independent Financial Advice
Being independent is our greatest asset. It allows us to offer unbiased advice and access to the best government-backed investor protection products in the industry. This independence gives our clients the flexibility and choice they need to align their investments with their risk tolerance and financial objectives.

Just Pensions

Our Key Services

1. Pension Reviews

We offer a no-cost review of your pensions to determine if you are on track to meet your retirement needs. Our review provides valuable insights into the types and values of your pensions and helps identify opportunities for improvement.

2. Cash Release from Pensions

Our experts guide you through the process of releasing cash from your investments. We advise on the most tax-efficient ways to access your funds, ensuring that you can make the most of your pension.

3. Inflation-Beating Investments

We help you invest in products that are designed to beat inflation, ensuring your investments are secure and continue to grow. Our goal is to protect your retirement income, keeping it equivalent to today’s terms.

4. Estate Planning and Legacy Management

From pre-retirement planning to post-retirement legacy management, we cover all aspects of your financial journey. We ensure your estate is managed according to your wishes, providing peace of mind for you and your family.

5. Enhanced Client Services

We offer an enhanced 24-hour service, ideal for expats and those with dynamic lifestyles. Our clients can access their money and investments anytime, anywhere, ensuring they remain in control of their finances.

Just Pensions

Why Choose Just Pensions?

Experience and Expertise: Our team combines financial advisory, estate planning, and business recovery skills to provide the highest standards of service.
Comprehensive Reviews: We conduct thorough reviews to help you understand your current financial position and identify areas of risk and opportunity.
Tailored Advice: We start with a detailed fact-find to understand your needs, fears, and future ideals. We provide personalised advice and options in line with FCA regulations and ethics.
Market Choice: As independent advisors, we have 100% market choice, enabling us to select the best products and services for our clients.

Our Process

Initial Consultation:
Discuss your financial goals and concerns.
Conduct a detailed fact-find to understand your current financial situation.
Pension Review:
Analyse your pension types and values.
Identify if you are on track for your retirement objectives.
Advice and Recommendations:
Provide tax-efficient income strategies.
Suggest inflation-beating investment options.
Assist in accessing cash from your pension.
Offer ongoing advice and regular reviews to keep your financial plan up-to-date.
Commitment to Excellence
Our clients receive continuous support and updates, ensuring they are informed of any changes that might affect their financial strategy. We are dedicated to helping you achieve your retirement wishes and securing your legacy.

Contact Us

Take the first step towards securing your financial future today. Call us on 01202 237367 to arrange your complimentary pension review.

Invictus Group, 9 The Old Coach House, Clement Mews, 5 RL Stevenson Ave, Bournemouth BH4 8AU
Tel: 01202 237367