Pre Retirement, put yourself in the picture, ask us to:
- Work out the amount of sustainable income you might receive in retirement from your pensions and investments, and what you need to do if you want to improve the position
- Identify the changes needed once your earned income stops, as your capacity to accept an investment loss alters
- Confirm how your pension fund death benefit will be organised, and suggest any changes if required.
At Retirement, look for the best deals available, ask us to:
- Identify entitlements to safeguarded benefits like guaranteed annuity rates, tax free cash higher than 25% or guaranteed pensions with inflationary increases, and any issues with the Lifetime Allowance
- Compare the options of annuity purchase and flexi access drawdown and arrange the appropriate transactions and income stream
- Monitor progress thereafter with our ongoing service.
We are delighted to announce that we have been recognised as one of the top Financial Advisers in the country at this year’s FT Adviser awards. This prestigious award recognises the hardread more