Pensions & Retirement Planning
We passionately believe that your retirement goals should be at the heart of your financial planning to help ensure you enjoy a financially secure life in retirement. Whether your intended retirement is some time in the future and you need to establish a pension, or you are approaching retirement (or indeed are already there), we can provide you with retirement advice.
Because we are not tied to any one provider we can also review all the retirement options to find the most suitable retirement solution from across the market. The options that are now available at retirement mean you have lots to consider.
We will therefore guide you through the options and potential pitfalls and help you make the right choices. As part of our service, we’ll talk you through all your options, including the support available to you from the State, so that you take full advantage of any financial benefits which are available to you.
To arrange an initial meeting with one of our financial advisers call 0114 266 4432. NOTE: A pension is a long-term investment and the fund value may fluctuate and can go down up as well as down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
Pensions Explained
A pension is a form of investment or savings plan designed to provide you with an income to live on when you retire. There are many different types of pension arrangement available, from state pension schemes offering limited financial support for your old age to private pension plans giving you the freedom to build a larger fund for your retirement.
Living in Retirement
What you need to know if you are at retirement or thinking about retirement...
Personal Pensions
Statistics show that we're all living longer, so we might need to plan for longer retirements. The basic state pension and any other benefits you are entitled to are a start, but it may not be enough to give you the standard of living you want in retirement.
Pension Transfers
A Pension Transfer is simply transferring the value of your contributions in one pension plan across to another. There may be many reasons that individuals decide to transfer a pension ranging from cost, flexibility, wider investment options and much more.
