Planning & Options for Retirement

Planning for Retirement

All of our clients are different and have different aspirations for retirement. We take the time to understand your objectives and requirements and then build a strategy designed to meet those objectives.

Creating a strategy is only the first step in planning for the retirement that is right for you. Working together, we can help you make sure that your pension stays on track to provide the income levels you desire, to make your retirement dreams a reality.

Whether you need a flexible and simple pension or more complex pension planning, we are here to help.

Options at Retirement

When you reach retirement you have a lot of choices. It is essential that you take the time to weigh up what is right for you.

Do you need a guaranteed income, or a tax-free lump sum, or a mixture of both? Do you have dependents that need to be considered?

Pension providers are constantly introducing new products to provide income in retirement. You will need to consider whether you are seeking guarantees or flexibility and whether any aspect of your health or lifestyle could mean that you are entitled to an enhanced income.

We will take the time to understand your individual requirements and guide you through the maze to a retirement that is right for you.

How long will your pension need to last in retirement?