If you are approaching retirement and require help and guidance on what to do with your accumulated pension now is the time to speak to a professional pension adviser. You may have more options for drawing your pension than you think, some more suitable for your current circumstances than others. See here for a brief outline of the pension options available in our guide to retirement options or better still speak to one of our pension specialists today.
Pensions form a big part of financial planning as the tax relief on contributions is a big advantage for long-term savers who are saving to fund for their retirement.
We help our clients understand the tax position, contribution limits and options available in retirement when saving for and accessing benefits in retirement.
If you already have a pension we can help you work out if it is better to leave it where it is or move it to a new product which may be more suitable for your needs. In particular, we have experts dealing with the analysis of final salary pension schemes who are able advise on the benefits of the scheme and the scheme’s ability to meet your retirement goals compared to alternatives. Download our free guide.