Approaching retirement
Retire with confidence
Pension and retirement planning can be a complicated business – and when you’ve worked hard to build up what you have, you want to be sure you’re making the right choices. You might be wondering how best to access your pension funds, or how much income you’ll need for the lifestyle you want. We can help you answer these questions and more.
We’ll work with you to establish what matters most for your future. Whether your goal is to retire early, be able to pass on some of your wealth, or simply be in a position where you can live comfortably, we can ensure there’s a plan in place to make it achievable.
A pension is a long term investment. Depending on the pension arrangement you have, the fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation.
Understand your position
People often come to us on the cusp of retirement unsure of where they stand, with multiple pots and statements accumulated over the years. We can help simplify your situation and put you in a more informed position.
Make the most of your pension
There are so many options available when it comes to when and how you take your pension. We’ll help to establish what’s best for you and your circumstances, so you can make your pension work harder in line with your goals.
