Planning For Retirement
Pre-retirement
Prior to retirement, when looking at pensions, there are so many questions and very often too few answers. Our financial advisers can help you look at your financial planning for retirement, review your current provision and help you better understand your options.
We can provide impartial financial advice on:
- Current and preserved occupational pension schemes, including Final Salary (Defined Benefit) schemes, Executive Pension Plans (EPPs) and Small Self Administered Schemes (SSASs).
- Personal pension plans including Self Invested Personal Pensions (SIPPs)
At retirement
Once you reach retirement, how you use your funds can often be the largest single financial planning decision you make. There is a wide range of options available and our financial planners are able to consider all of these and help tailor the best solution for your aspirations in retirement.
This may include:
- Conventional Annuities
- With-Profits Annuities
- Unsecured Pension (often called Income Drawdown)
