Skip to main content
financial_planning_bannerlr

About Prudential Financial Planning

Whether you want to review your existing savings and investments, maximise income in the future, make the most of your tax allowances or simply need pension advice, Prudential Financial Planning could help.

Teachers Building Society has partnered with Prudential Financial Planning to provide you with a professional face-to-face financial advice service.

Get the answers to your questions

New and far-reaching pension changes took effect in April 2015. In a nutshell, from age 55 you now have more freedom over how you take money from your pension, you could even take the whole fund as cash.

The flipside of all this freedom and flexibility is that as a saver you now face what may seem a maze of options – whether you’re retiring now or in a few years.

To give you an idea, typical questions that people are asking Prudential Financial Planning advisers include:

  • Am I saving enough for retirement?
  • When can I start taking money from my pension?
  • How much of my pension pot can I take before it’s taxed?
  • Should I move savings and investments to my pension?
  • Should I still buy an annuity?
  • Are there any deadlines to be aware of and actions to consider now?

They’ve found that many people want advice on taking control of their finances – which is where they can help with a one-to-one financial planning review that takes into account your personal circumstances.

An invitation from the ‘Man from the Pru’

Prudential Financial Planning believe that these things are better discussed face-to-face, in the comfort of your own home or wherever you prefer, and at a time to suit you. They will spend time with you to explain the advice process, and will then develop a full financial plan based on your current circumstances and future needs. Of course, there is no obligation to go forward with any of their recommendations.

Prudential Financial Planning advisers are qualified and experienced in financial planning and can advise on a carefully selected range of products from Prudential and other providers. This is known as a restricted advice service.

Call today to arrange an appointment with your local ‘Man from the Pru’ on 0800 783 2367
(Mon to Fri 9am-5pm) or complete our online enquiry form if you don’t already have a financial adviser.

Teachers Building Society does not provide advice and is an introducer for Prudential Financial Planning. Charges may be made by Prudential Financial Planning. Teachers Building Society will receive a proportion of the charges paid if any products are taken out, but this will not increase the overall charges paid.

Prudential“Prudential” is a trading name of Prudential Financial Planning Limited. Prudential Financial Planning Limited is registered in England and Wales. Registered office at Laurence Pountney Hill, London EC4R 0HH. Registered number 5739054. Authorised and regulated by the Financial Conduct Authority.