We can pull together a cohesive consolidated pension plan for your retirement ensuring you know exactly what you need to do to get the retirement you want.
This is a particularly complex area of financial planning and bespoke professional one-on-one advice initially and going forward is essential. You can be assured we will work with you now and in the future to ensure you get the kind of retirement you always wanted.
1. We will explain to you in plain English what your options are for taking an income from your pension and recommend the best course of action from the entire market place given your own personal circumstances
2. We can explain the benefits and drawbacks of each of the options such as secured pension income, short-term annuities, pension drawdown and phased retirement options. We will be able to analyse your situation and recommend the best option for you
3.We will give you a full breakdown of your State Pension benefits and how best to utilise them
4. We will continue to advise you and be with you every step of the way as we can guarantee that legislation, tax and investments will change going forward