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Advisers - The Sky's The Limit

Gateway enables you to meet your clients' requirements for advice on Retirement Options (drawdown, phased drawdown, annuities), Transfers from Personal and Occupational Pension Schemes including pensions affected by divorce, Equity Release and Long Term Care.

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Gateway For Clients

Gateway can help you with: Options at retirement, such as pension drawdown, phased drawdown and annuity purchase, transfers from occupational or personal pension schemes, along with release of equity from your property via Lifetime Mortgages and Home Reversion Plans. We have expertise in planning for the long term care of yourself or an elderly relative.

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Pensions Advice

Gateway provide advice on Retirement Options including pension drawdown, phased drawdown and annuities. We also provide advice on Occupational and Personal Pension Scheme transfers including pensions affected by divorce.

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Long Term Care

The number of elderly people requiring care of some kind is significant and in the coming years will increase further as people are living longer. Meeting the cost of this care is an issue for many people. Whilst the State does help meet some costs, the eligibility criteria are strict and good Long Term Care planning will put minds at ease for many.

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Equity Release

Increasingly, Equity Release is being considered as part of retirement planning, as pension provision proves to be inadequate and people look for ways of improving their income in retirement. Using what is often the biggest financial asset, bricks and mortar, can prove to be an appropriate solution.

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What We Do

We provide specialist financial advice.

Gateway Specialist Advice Services deal exclusively with financial advice generally regarded as more complex and specialised and our business supports both financial advisers and independent clients alike.

We specialise in providing advice across a range of areas including Retirement Options, such as annuity purchase, drawdown or phased drawdown as well as Pension Transfer advice from both occupational and personal pension schemes. We also specialise in the provision of Equity Release advice and our team of Long Term Care specialists are able to provide advice on how to fund this important area of financial planning.

Gateway's aim is simple – to provide clarity in this complex area of financial planning by delivering specialist advice tailored to your needs which inspire confidence and trust. Information included within sections of our website are designed for use by professional advisers only. If you are a client and wish to find out more about our range of services, please click "I'm a client" on the right.

Equity release refers to home reversion plans and Lifetime mortgages. To understand the features and risks ask for a personalised illustration.

For equity release we can be paid by commission, or a fee of usually 1.5% of the loan amount, with a minimum of £1,999

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Are you a Client?

Sections of our website are designed for use by professional advisers only. If you are a client and wish to find out more about how Gateway can help you, please visit our client pages.

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