Pension Planning
Do you have multiple pensions from previous employers?
Our pension planning services include:
- Pension Review – We carry out a review of your current pensions to determine whether they are expensive; invested according to a level of risk you are comfortable with; and whether it’s worth putting them altogether in one, new, simple pot.
- Defined Benefit Pension – Assessment and advice to help you decide whether it’s right for you to transfer your defined benefit pension into a personal pension.
- Pension Investment Strategy – Making sure your pension is invested in the right areas to achieve the returns you need. This could include investing in the stock markets, but also commercial property or even your own business!
Services Overview
We specialise in helping people who are retired or thinking about retiring in the next few years. This allows us to tailor our service and expertise to the unique needs of retirees.
Financial Planning
Pension Planning
Retirement Planning
Protection Planning
Client Reviews
We are currently offering a complimentary portfolio analysis of your current portfolio
This includes looking at performance , the charges you are paying and the risk you are taking. In order to request your free portfolio analysis please enter your details below.
We will also email you our weekly news and views.
News & Views
Should I Make Changes To My Investment Strategy?
So the US stock market as measured by the S&P 500 index has officially entered ‘bear market’ territory. A bear market is when the relevant stock market has fallen 20% from its last peak. It doesn’t really mean anything apart from the symbolic 20% fall. It...
When You Don’t Pay Tax In Retirement
Is it true that you don’t pay tax in retirement? Well yes and no. It all depends on where your money is coming from. How much you can earn before you pay tax in retirement When it comes to retirement you still have to follow the same tax rules as...
Pension Increase Exchange (PIE)
A Pension Increase Exchange, also known as a PIE, maybe offered to you if you are part of a private sector defined benefit pension scheme and are approaching the scheme retirement age. The list of options when it comes to taking your defined benefit pension can be...
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