Advice at Retirement

Retirement

We are specialists 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

To discuss this further, please contact us.

Retirement Planning

Achieving financial independence means having enough income at a point in time, to decide whether to work or not. When planning for your future, you need to consider the lifestyle you want when you retire and how you'll support it.