Pensions & Retirement Planning

 
Pensions are designed to enable people to save sufficient money during their working life to provide an income stream so they can live comfortably after retirement.

There are many different ways to save for retirement and the taxation and investment elements of pensions can be baffling. As specialists, we can explain, recommend and monitor your pension for you.

We also specialise in at-retirement advice as this is even more complex than accumulating a pension pot! There are many retirement options to consider especially since changes were made by the Government in 2015. It is very important to seek advice tailored to your specific future retirement goals, future desired income needs and tax position.

THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE TAXATION ADVICE.

Pensions are a long-term investment. You may get back less than you put in. Pensions can be and are subject to tax and regulatory change; therefore, the tax treatment of pension benefits can and may change in the future.