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Retirement Planning

One of the more important financial decisions we can take early on in life is to contribute regularly to a pension plan. But being realistic, planning for retirement is not high on the agenda for many people until later on in life.

And when it comes to retirement itself, there are a number of key decisions to make which will potentially affect your income for the rest of your life. During retirement, it is appropriate to review your income from time to time.

We can give you advice on pensions, whether you want to:

  • Review the pension plans you already have so that you know what your retirement income is likely to be
  • Consolidate existing pension plans for easier management
  • Withdraw some of your pension value under the new flexible access arrangements

And at the point of retirement or thereafter, you may want help to:

  • Decide on the best method of taking retirement income
  • Review any investments on which income depends

Contact us...