Pensions & Retirement Options

Are you retiring in the near future or in need of pensions advice?

Pension Planning

There are a variety of ways of saving for your retirement.  The correct choice for you will depend on the options available, your willingness to accept risk and your personal circumstances.

We have a number of factsheets available that provide an outline of the available options for personal pension planning.  Our advisers meet with you and discuss your detailed and individual requirements. We will describe how each option works in practice which will assist you in establishing the most appropriate method of saving.

 

Are you taking advantage of the tax benefits of paying into a personal pension?

 

Do you have old pension plans from a previous employment?

 

Do you know that you can consolidate them?

 

Contact our experienced team of advisers for help and advice

 

We are able to offer cash flow planning forecasts to ascertain the level of expected retirement income compared to expected expenditure. In addition we are able to provide advice on which type of pension arrangement may be most suited to your requirements, whether this is a self invested personal pension, small self administered scheme, family trust or simply a stakeholder pension. You may wish to visit the following link for Government information relating to pensions and savings:-

 

http://www.moneyadviceservice.org.uk/ 

 

 

Retirement Advice and Planning

 

If you are retiring in the near future, come and talk to our team. We have access to the open market and can offer you the best annuity rates.  Also if you have health problems or have a larger fund do come and talk to us to find out your options.

 

 

 

 

Please Contact Us for more information on your Pension and Retirement Options