Thank you

Here is your guide

Discover the groundbreaking news about the UK's pension landscape – updated with the Spring Budget 2023 – and how the new pension rule changes can impact your retirement plans.

In this guide, you'll learn:

Define your goals and the timescale to achieve them.
Trace back all of your old workplace pensions.
Discover your risk attitude.
Make sure your underlying funds are aligned with your goals and values.
Responsible Investing.

SJP approved as at xx/xx/xxxx

Castell Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Castell Wealth Management is a trading name of Castell Wealth Management Ltd. Castell Wealth Management Ltd is registered in England and Wales, Number 11639376. Registered Office: 251 Grays Inn Rd, London WC1X 8QT.

© Castell Wealth Management Limited. 2023.