Retirement Services Fees
At NorthStar, we are committed to providing clear and simple fees 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
Pension Review (‘Defined Benefit’ Pensions)
Retirement Strategy & Pension Review
Retirement Strategy
To provide a ‘Retirement Strategy Report’ where no pension review is required, the fee is £800. A ‘Retirement Strategy Report’ sets out a strategic overview of your retirement strategy and 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. It may also cover how best to take your retirement income, a strategy for releasing tax-free cash and/or a strategic review of the assets to fund your retirement.
Ongoing Pension Investment Management
All Other Retirement Services
For any other specialist retirement services, we will quote a price on enquiry.
Complete Flexibility
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 out which of our services are right for you.
Find out More About Our Other Fees
Our commitment on fees
At NorthStar, we’re committed to providing clear and simple fees 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.
Awards, Accreditations & Trade Associations
NorthStar is proud to be members of the leading financial planning trade associations. Through a continued commitment to work to the highest professional standards and deliver real value to all clients, our work has been recognised with a number of awards and professional accreditations.