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Rose & Berg Pensions & Investments Services - No Selling. No fees. No Jargon. Just Facts about your retirement options.
When you reach the age of fifty you begin to look ahead to retirement and naturally want to be secure in the knowledge you will have the finances to get you through your most vulnerable years. Some view retirement as a time for choice and adventure, or a time to relax and escape from normal working life, others face retirement with financial uncertainty and a lack of purpose and loneliness. Rose & Berg offers services to cater for all circumstances whether clients just want to explore their retirement options or are concerned about their retirement funds we will tailor a solution to match their lifestyle goals and meet their needs.
Rose & Berg is an independent whole of the market services provider, this means we are not tied to offering products and services from any particular company. We do the work for our clients, by understanding our clients needs we search for the best products from the entire market to match their goals, saving them valuable time and making the process simple and cost effective, as a whole of the market services provider we do not charge our clients for our Pensions & Investments services, these are met by the companies we introduce our clients to.
We are motivated by helping our clients to have access to the very best advice and solutions, enabling them to make the most of their resources and enjoy retirement without financial worries.
Areas we deal with;
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Pensions
- Annuities
- Endowments
- Investments
General Pension information
The Pension Tracing service
To trace pensions you’ve lost track of 0845 600 2537 www.thepensionservice.gov.uk
Future Pension Centre
For a forecast of your state pension
0845 3000 168
Textphone: 0845 3000 169
The Pension Service
To find out about deferring your state pension
Leaflet: Deferring your state pension 0845 606 0265
The Pensions Advisory Service
For general pension queries and leaflets 0845 601 2923 www.pensionadvisoryservice.go.uk
The Pensions Regulator www.thepensionsregulator.gov.uk
The Pensions Ombudsman
020 7834 9144 www.pensions-ombudsman.org.uk
HM Revenue & Customs (HMRC)
For Tax queries 0845 010 9000 www.hmrc.gov.uk |
