Retirement

Planning for retirement can take a variety of forms, by far the most common of which is a pension. Perhaps this is not surprising with tax relief available at your highest rate of tax and a variety of pension products in that Market that allow you to dictate how and when you draw the benefits. The right pension can be a very attractive way of building up a retirement fund.

Plan for the Future

How much you need to pay into your pension is largely dictated by what you can afford and the age when you start paying in to the pension. What is most important to our clients is being able to afford to do the things they want to do in retirement. Our Personal Financial Planners will assess what you want to achieve financially on retirement and will help you find a way to make it happen.

Got a Pension Already?

We are happy to review your current plans - whether you presently pay into a plan or did so in the past only to find that those contributions are now frozen, we can help. Whether it is a pension transfer or something else, we can carry out a comprehensive review of your plans and outline the advantages and disadvantages of any proposed changes.

Pension Options

This is a complex area of personal finance and the wrong decisions can impact on your enjoyment of your retirement. Our Personal Financial Planners are available to provide advice on a variety of pension options, including:

• Personal Pensions
• Stakeholder Pensions
• Executive Pensions
• Company Pensions
• Money Purchase Pensions

Contact Us

To make an appointment with one of our Personal Financial Planners either contact your local office, complete the contact form or call 0844 800 3614.