Lycetts Financial Services

We know Pension Planning

By putting an individual’s requirements at the forefront of the pension planning process, Lycetts is able to manage and meet a client’s retirement objectives.

The pension freedom rules introduced in April 2015 have seen dramatic changes to pensions. The biggest change affecting anyone making provision for retirement is the ability for individuals to take the whole of their pension fund at retirement as a lump sum. 25% of this is tax-free and the remainder is taxed as income, whilst the death benefits of pensions can also provide individuals with a tax efficient way to pass assets down from generation to generation.

With a wider choice over how we can control our retirement savings, Lycetts believe that pensions not only play a much greater role in meeting  objectives for retirement but also other areas of financial planning.

For pension advice specific to your requirements,

"Lycetts helps clients to understand the best routes to a stable retirement income or savings, based on their target retirement income and their attitudes to risk. Some clients mix and match pension products to create different income streams, while others stick to one option to guarantee a stable return."

Sam Moore

London

Our Pension Planning Products

As independent financial advisers, Lycetts has access to the whole market to find the most...

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With an abundance of options available when it comes to retirement plans, it pays to...

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Lycetts has extensive experience in dealing with investors looking to take advantage of...

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A small self-administered pension scheme can become a valuable tool for any small or...

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Have you thought about...

Lycetts helps companies to migrate pension plans across to compulsory auto enrolment...

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Lycetts experts arrange bespoke critical illness cover to protect dependents in the...

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Lycetts personal protection experts guide you through the best available income...

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Lycetts Private Client insurance division is founded on unrivalled personal service and...

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Our People

We provide our clients with more than just insurance solutions.

Our experienced staff understand your needs.

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Nick Straker 3

Nick Straker

Director

Clayton Kopko 3

Clayton Kopko

Systems Manager

Andy Allan 3

Andrew Allan

Independent Financial Adviser

Ros Beddie 3

Ros Beddie

Pension Administrator

Sarah Yeoman 3

Sarah Yeoman

Para Planner

Lycetts Insights

Lycetts Insights provides updates on topical issues and key events.

Read more about developments both in insurance and at Lycetts.

Lycetts Sponsors Belton International Horse Trials for fifth year running

March 21, 2017

For the fifth year running Lycetts will be the headline sponsor for the Grantham Cup at the Belton International Horse Trials in Lincolnshire 31st March – 2nd April 2017. This continues our ten year association with the eventing world, having previously sponsored the Young Horse Championship for five years.

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Lycetts hands over £4,000 to conservation charity Tusk

March 7, 2017

Last year Lycetts joined forces with conservation charity Tusk and distinguished wildlife artist Hamish Mackie to raise money to help support the continued fight for wildlife protection in Africa.

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LYCETTS LOCATIONS

Our Offices

  • Newcastle

  • Edinburgh

  • Exeter

  • London

  • Marlborough

  • Newmarket

  • Norfolk

  • Oxford

  • Shropshire

  • Surrey

  • Sussex

  • Yorkshire

Get in touch

We’ve offices located all across the United Kingdom

And we’re always available for you by telephone or email whenever and wherever you need us.

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