Age Partnership

Restricted - Whole of Market  Age Partnership Ltd, Austhorpe, West yorkshire, LS15 8ZB
First meeting at adviser's own cost
A Retirement Income Service that is specially designed to help you get the best income from your pension savings.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
Response rating
7.0/10
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FCA authorised
Last authorised 20th January 2020
Meet our advisers
Ben Raw
Financial Adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

Accreditations
Retirement advice standard
Luke Mason
Senior Financial Advisor

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

Accreditations
Retirement advice standard
Karl Horsfield
Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Katie Jenkins
Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

Robert Bamford
Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

Shabab Gulfraz
Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

Accreditations
Chartered Financial Planner
What our clients say
Very helpful clear advice which made a big difference to the pension I recieve. Age Partnership searched through the many pension providers and found me the best possible return on my pension pot, a far better return than I would have had had I stayed with my original investment company. In my experience they provide a very fast, efficient and friendly service.
Mr Hall, UK
Great service for your pension. I had everything explained and they took great care to ensure that I understood every decision I took. Nothing was too much trouble. All the paperwork was very clear and always followed up with a personal phone call.
J Clayton, UK
I felt it was time to consider how well my pension pot was developing and to get some sound advice regarding making the most of my savings. I contacted several pension advice companies. After carefully considering the advice from the various companies, I opted to work with 'Age Partnership'. They are professional, knowledgeable and their fees structure is fair and easy to understand. I am confident that ours will be a long and fruitful relationship.
Dr Morrison, UK
About us

As a multi-award winning retirement income specialist, we’re perfectly placed to help you make the most out of your pension.

Our service aims to get you up to 40% more pension income* in retirement, thanks to our ability to shop around on your behalf. And by offering a range of retirement income options, whether you’re looking for a guaranteed regular income or flexible access to your pension, we’ll be happy to help.

For those customers looking for a broader range of retirement-income options, we also provide mortgage and equity release services.

As finalists at the UK Customer Experience Awards in 2016 and rated ‘Exceptional’ by Investor in Customers, you can rest assured that our customers come first every step of the way.

* Based on an enhanced annuity vs. a standard lifetime annuity. Source: Moneywise.

Our services

When you decide to take an income from your pension savings, our friendly team are here to help guide or advise you get the right pension income for you to enjoy, during your retirement. We can help you with the following:

* Accessing your pension savings – either saved personally or through your employer;

* Shopping around to see if we can find you a better income than that offered by your existing pension provider;

* Final-salary pension schemes benefits and their alternatives;

* Supplementing your retirement income with equity release if you’re a homeowner.

Where to find us

Age Partnership Ltd, 2200 Century Way, Thorpe Park, West Yorkshire, Leeds, LS15 8ZB

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 20th January 2020

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