Pensions and RetirementÂ
Planning
How we can help you
We help you to make the most of your pension in order to achieve your retirement goals. We’ll review your pension pots, contributions, attitude to risk, funds, and whether it makes sense to combine your pensions to reduce your costs.
You may also be looking to fund your retirement using savings, investments, property or an inheritance. We’ll take all of these into account and show you the most tax efficient ways to maximise your retirement income.
Additional Service information
Saving into a pension is one of the most tax efficient ways to build your retirement income. It can also play a key part in helping you decide when you’re going to stop working. To ensure you are on the right path, we can help you work out:
- What sort of retirement do you want?
- How much money will you need?
- When would you like to retire?
- How long do you expect to live in retirement?
Planning your retirement
Download our brochure for more information on how best to prepare for your retirement.
Talk to a local expert
Ready to get more information or advice on your pensions and retirement planning? We have qualified advisers throughout the UK. One of our team can help talk it through with you and explain how we can help you achieve your financial goals. Please contact us today.
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