About
Clarke Robinson

If you need help with a simple exercise of understanding you pension or an in depth analysis of your pension fund and how it will fit in with your long-term planning this is something I have been doing for a long time.

We have a motto of Pensions in Plain English and if I need to use jargon to save time I will make sure you understand it first.

I have worked in pensions since 1977 with every type of UK pennsion arrangement there is, including time in the back office so I know how they work. Most of my time I have been explaining and advising people at all stages of their career. The last 20 years I have focused more on people just before and starting into retirement.

Primary experience since:

1977
Employee benefits (large employer schemes)
1978
Executive & Personal Pensions
Contracting out (1st time)
1979
Small Self Administered Schemes (SSAS)
1982
Pension Transfer Advice
1988
Became IFA
Contracting out (2nd time)
1996
Pension Income Drawdown
1998
SIPP Setup
2000
Pensions & Divorce
2006
A-Day & Pension Simplification
2009
Special Annual Allowance Changes
2015
Pension Freedom
2017
Lifetime Allowance Changes
2024
Possible Pension IHT Changes

Two types of service are provided

For an initial discussion or meeting to see if we can help,
Please ring Steve Robinson on 01275 844 844

  • Can be a couple of hours work to review your options.. The first hour is £150 and the fee after that is £175 per hour. VAT is not chsrghed because most of our work is zero rated

  • When you want to get on with your own life (and business) and leave the worrying and paperwork to someone else.

  • Whichever service you need, you will have copies of all paperwork and recommendations so you can recall the meetings .

    Investment advice is available when needed and advice is governed and conducted in accordance with the Financial Services and Markets Act 2000.