The earlier you start a pension and the better you manage it, the more you can expect to enjoy on retirement.
The rules that came in during 2015-16 brought greater opportunities for estate and inheritance tax planning and withdrawing funds from your pension. However without the right advice there are potential planning and tax pitfalls that could affect you.
Pension Review Service
If you would like to find out more about your existing pension scheme and whether or not it is providing good value for money we offer our pension review service which is free of charge. At the end of the review process we will provide you with a full report covering everything from whether your existing scheme is the right one for you to what options there are for the future. Should you become a Pension client of ours, you will receive regular quarterly reports and review meetings. Contact us to arrange a free initial consultation.Contact Us
1. Initial Consultation
A free initial consultation that helps us to understand your aims and objectives and how we can support you in working towards these.
2. Financial Review and Recommendation
We gather your current financial information and assess your attitude to risk. We will then prepare a report of recommendations for you which will be presented in a second appointment.
3. Policy agreement and Implementation
Should you wish to go ahead with your recommendations, we will handle all fund and policy administration for you for an easy and fuss free process.
4. Ongoing Reviews and Servicing
Regular reporting and face-to-face reviews keep you informed and in control.