Retirement Services Charges
We can help you enjoy a fantastic retirement. Our range of retirement planning services will allow you to retire when you want with the lifestyle you always dreamed of.
Retirement Services Charges
At NorthStar, we have a commitment to providing clear and simple charges for all our services. When you plan for your retirement with us, you will always know how much you will be charged and can be confident that you will be paying some of the most competitive rates around.
We provide a full range of retirement planning services. Whether you need advice on starting a pension, reviewing existing pensions, taking an income when you reach retirement or managing your pension money into old age, we have a service for you.
Starting a Pension
Pension Review (For Any ‘Defined Benefit’ Pensions)
Pension Investment Management
If we advise you make any ongoing contributions to your pensions, we charge 2% of each contribution to facilitate these payments. We don’t make a charge where you directly make ongoing pension contributions without seeking advice.
Retirement Strategy & Pension Review
To provide a ‘Retirement Strategy Report’ where no pension review is required, we typically charge £800. This report sets out a strategic overview of your retirement strategy. This will typically include an overview of your retirement assets, analysis showing the earliest time you can afford to retire, whether you can meet your retirement income requirements and how a financial disaster could impact your retirement.
Income Drawdown Investment Management
All Other Retirement Services
For any other specialist retirement services, we will quote a price on enquiry. We are always clear on what you will pay for our services before you commence.
Defined benefit transfer advice provided by selected third-parties. This service is not provided by NorthStar directly.
Remember that you can start or stop our retirement services at any time. We never tie you into any form of contract with us. Don’t worry if you are unsure which of our retirement services would suit you best. You can discuss your requirements during your introductory phone call where a NorthStar financial planner can help you work our which of our services are right for you.
Find out More About Our Other Charges
Our commitment on charges
At NorthStar, we’re committed to providing clear and simple charges for all our services.
We believe in total transparency so you’ll always know what you will pay.
No hidden charges, no additional fees, no nasty surprises – that’s a promise.
Life goal #23: Drive a racing car
Enjoy your money. Enjoy your life. Live it.
Awards, Accreditations & Trade Associations
At NorthStar, we are committed to delivering the best service to our clients and working to the very highest professional standards. Our work has been rewarded with a number of awards and professional accreditations. We are also members of the leading financial services professional trade associations.