Pensions & Retirement Planning
Pensions & Retirement Planning
Getting the right pension advice is essential for securing your financial future. Your Pension should reflect your individual needs and goals – and that’s exactly what our expert Pension Advisors are here to ensure.
Our fully qualified Pension Specialists will take the time to understand your personal circumstances and will provide tailored advice to help you choose the most suitable pension plan.
We will help ensure your pension achieves it’s maximum potential.
SELF-EMPLOYED PENSIONS
Personal pension plans are designed for people who don’t have a pension scheme through work and who want to set aside money themselves. In particular, a personal pension plan would suit people who are either self-employed or have no pension through their employment.
COMPANY DIRECTOR PENSIONS
An executive pension is a pension set up by employers for executives or key employees of the company. It is a tax efficient for you to set aside money for when you retire as well as being an efficient way for your employer to provide you with employee benefits.
EMPLOYEE PENSIONS
Your retirement may seem like a long way off, but it’s never too early to start planning. Smart planning for your retirement will ensure that when you do retire you can maintain the standard of living you have become used to.
PREVIOUS EMPLOYER PENSIONS
I have moved jobs a couple of times over the years, how do I keep track of my pensions?
POST RETIREMENT PENSIONS
On retirement you have a number of options. Usually you will be able to take part of your pension fund as a tax-free lump sum. You can use the remainder of your retirement fund to provide an income.
PENSION TRUSTEESHIP
We have engaged the services of a qualified Pension Trustee Practitioner (PTP) who can assist and advise clients of our firm in relation to defined contribution occupational pension schemes.