Retirement Planning
Are you approaching retirement, about to retire or already retired and want more income to spend?
Our retirement planning services include:
- Pension review – We can review your current pensions and let you know whether they are expensive, invested according to the level of risk you are comfortable with, and whether it’s worth putting them altogether in one, new, simple, pot.
- Retirement options – When it comes to taking an income from your pensions, there are so many options… please don’t take the first one offered by your pension provider! Let us explain all the options and help you make sure you use your pensions in a way that suits you best.
- Tax management – You don’t want to get caught out! We can assess your position against the annual allowance and lifetime allowance, to make sure your pension arrangements are tax efficient.
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
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3 Phases of Retirement Spending
Spending in retirement is not straightforward and based on my personal experience working with hundreds of retirees there are actually 3 phases of retirement spending. No longer is it a case of retiring and receiving the same amount of income every month for the rest...
Topping Up Your State Pension
Topping up your State Pension before you get to your State Pension Age could give a significant boost to your retirement income for the amount it costs. For a relatively small one-off payment, you could increase your State Pension for the rest of your life. In...
Why You Should Consider A Phased Retirement
Rather than completely giving up work at a set age why not consider a phased retirement? It used to be the case that once you hit your retirement age that was it, you packed up work to enjoy your twilight years. Or worse, you were forced to retire. Thankfully, age...
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