Retirement planning
Whether you are close to retiring or still have some way to go, it is vital to be able to establish whether you are on track to achieve your aims. Our Consultants have the tools and skills to help you measure where you are and to ensure that your objectives are achievable.
In addition to providing ongoing support, we can also provide the following as required:
Pension Transfer Service. Our pension transfer specialist can review existing pension arrangements (both personal and occupational schemes) to provide information about the existing scheme and the alternatives available and then make recommendations accordingly.
At Retirement Review. For those close to retirement, we can provide a full appraisal of the options available and their relative merits to your individual circumstances.
Annuity Comparison Service. Unfortunately the vast majority of people buy their retirement income from their existing pension company without taking the time to shop around. This means that they may not be getting the best income available. Whilst smokers and those with medical conditions can benefit the most from the enhanced rates available to them, even those whose life expectancy is not reduced for any reason may also benefit. We are able to provide a comparison of rates that are available and then assist in the exercising of this open market option.