PENSION PLANNING & RETIREMENT SOLUTIONS

 A Pension is simply a tax efficient way of building up a lump sum, which in turn, is used as a means of providing a regular income for life, upon retirement.  Your pension may possibly be the most important investment you ever make so it is recommended that you take expert advice, both on accruing a fund over your working life and generating an income in retirement. A good pension plan that has been reviewed regularly should go some way to provide a reasonable level of income in your retirement.

Your pension need not be funded solely by traditional methods, and we can work with you to provide alternative strategies.

We are all unique, with different requirements and aspirations, particularly at retirement age. In addition to Personal Pensions there are many other types of plans available.  However, whatever one chosen will depend on factors such as your employment status, income and also the benefits available through other products you may already have in place.

In addition to assisting in the implementation and maintenance of Personal Pension Plans, we have extensive experience in advising on a variety of products such as:- 

• Stakeholder Pensions
• Occupational Pensions
• Group Personal Pensions
• Executive Personal Pensions
• Small Self Administered Schemes
• Self Invested Personal Pension Plans & Income Drawdown
• Annuities