&lt;h2&gt;PRE-RETIREMENT&lt;/h2&gt;
&lt;h3&gt;Advice in relation to pension entitlement from previous employers&lt;/h3&gt;
&lt;p&gt;&lt;br&gt;&lt;/p&gt;

&lt;h3&gt;If you have pension entitlements from previous employments it is important we include them in your overall financial plan&lt;/h3&gt;
&lt;p&gt;Your dedicated financial adviser knows how important it is to manage each component of your pension plan to secure the best outcome for you.&lt;/p&gt;
&lt;p&gt;This includes managing entitlements from previous periods of employments, from periods when you may have been self-employed and also entitlements to the state pension. We will work together and decide if amalgamating all your entitlements is the best plan or if maintaining separate pots gives you greater and necessary flexibility. We will look at the suitability of a personal retirement bond and appropriate investment solution.&lt;/p&gt;

About Us

Why Unio?

Meet the team

ESG & Sustainability

Careers

Community

Get in touch

News & Insights

Our Services

Wealth Management

Financial Planning

Pensions & Retirement

Investments

Seated mature man in shirt and jacket with handkerchief in top pocket holding a mobile phone

&lt;h2&gt;Leaving service&lt;/h2&gt;
&lt;h3&gt;Stress-free pension consolidation and advice&lt;/h3&gt;
&lt;p&gt;Get expert advice on how to manage pensions from multiple sources or self-employment.&lt;/p&gt;

&lt;h3&gt;Connect with a Unio expert&lt;/h3&gt;
&lt;p&gt;Tell us a bit about your needs and goals, and we will match you with an adviser with the right expertise.&nbsp;&lt;/p&gt;

Achieve freedom and financial security through your bespoke, comprehensive wealth plan.

Secondary Nav Item - Wealth Management

Meet your retirement goals by investing for the long-term.

Secondary Nav Item - Pensions & Retirement

Our advisers draw on diverse skill sets and expertise, bringing passion, experience and a fresh approach to your portfolio.

Sub Navigation About Us - Team

Introducing your Wealth Plan, your comprehensive strategy for guiding, guarding and growing your wealth.

Secondary Nav Item - Financial Planning

Investing for the long term to help you meet your financial goals.

Financial Freedom For Your Future