Areas of Advice : At Retirement Planning

Taking retirement is one of the most stressful and emotional times in a lifetime, with the financial consequence of no longer working a massive consideration.

At Retirement Planning is a simple process of taking a long look at your savings, pensions and assets to create the level of income required during retirement. Factors such as annuity rates, investment risk, inflation and tax considerations on top of the normal investment and pension rules make this a complicated process for the inexperienced.

We have a vast experience in advising on the most appropriate course of action to take to ensure that income in retirement is maximised. We do this in a simple and straight forward manner, ensuring that you understand the process each step of the way.

Who Typically Requires Advice?

• Somebody wanting help to review the options available in taking the benefits from their accrued pensions.
• Somebody needing to purchase an Annuity with their Personal Pension.
• Somebody wanting to invest a lump sum to produce an income to supplement their pension.