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Financial Adviser Services

Pensions and Retirement Planning

Down to earth advice that you can thoroughly understand and help you when planning your Retirement

Once you reach the stage where you're considering your retirement income, expert financial advice becomes even more important. Many of the choices you make at this time will affect your lifestyle so you need to make sure they're right.

It's essential that you review your pension situation regularly. We can advise you with taking steps to make it more certain that your pension pot will be able to achieve the income you want when you retire.

Options are varied and can be tailored to your circumstances.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.



Advice on taking benefits from pension schemes

We are experienced in providing advice on the many options available when taking benefits from pension schemes, including:

  • Annuity Purchase
  • Impaired Life/Enhanced/Smoker Rate Annuities
  • Investment Linked Annuities
  • Pension Fund Withdrawal (Drawdown)
  • Phased Retirement
  • Pension Lump Sum Investment/Portfolio Planning
  • ISA Investment
  • Income Producing Investments