Your plans have all come to fruition – the savings are there, as are your pension funds.

You have lots of choices and need expert help.

  • Do you take tax free cash or not, annuity or drawdown, level or escalating income?
  • When’s the best time to buy an annuity and what happens to your spouse’s income if you die first?
  • If you are thinking of down-sizing the family home, what are your best options for investing this capital for income?

You’ll probably have other questions too!

Call us on 0141 420 2033 to find out how we can help, with no obligation. Or complete the call back form and we’ll call you.

Find out more about:

Investing for income

Managing your invested pension funds

“Transitioning to Intelligent Capital made for a very refreshing change. My advisor speaks a language I actually understand, so I no longer feel bewildered by the options.

I receive regular correspondence and know that I can contact my advisor at any time for a personal discussion.”

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We find the best way to communicate is by speaking to prospective clients but we take your privacy seriously, so if once we have spoken you don’t wish to take matters further, we pledge to delete your contact details.
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