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.