Retirement Income & Pension Planning
Truth. Simplicity. Transparency.
Millions of people are questioning if they are saving enough for retirement according to a recent survey by the Pensions and Lifetime Savings Association (PLSA 2019)*
- Over half of savers not confident they are saving enough for retirement
- Over a third (37%) wrongly think the auto-enrolment minimum pension contribution level is the Government’s ‘recommended amount’ to be comfortable in retirement.
Most people during their career accumulate a number of different pension plans. Yet maintaining separate plans is often complicated – and may lead to lost investment opportunities, exposure to undue risk and higher costs. We can help you avoid these problems by completing a full analysis of your retirement needs and pension values.
It is never too soon to think about planning for a comfortable retirement.
Our Services & Expertise
We can give full advice on personal pensions, getting the most suitable annuity rates, stakeholder pensions, self invested personal pensions (SIPPs), small self-administered schemes and equity release.
Find out more in our video below.
Tax treatment varies according to individual circumstances and is subject to change.
Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Transferring out of a final salary pension is unlikely to be in the best interests of most people.
What makes us different?
Start your journey to a better financial future
You can talk to us in confidence about protecting your income and your family, residential and business mortgages, pensions, SIPPs, annuities, income drawdown, inheritance tax, wills and tax efficient investments. The first meeting is at our expense and without any obligation
You can contact us via telephone, email, or use the contact form below: