Retirement Advice

Approaching retirement can seem a daunting prospect and particularly the financial aspects can give cause for concern. When moving from employed or self-employed income to pension income, many people wish to calculate how much regular income they will have in retirement.

Of key interest is whether they can maintain their standard of living following retirement.

We help our retiring clients with their calculations and planning so both parties are clear about the financial position post-retirement.

Issues to consider include;

  • Amount of occupational and personal pensions
  • Expectation and timing of State Pensions
  • The impact of taxation
  • Personal budgeting
  • Cash Management
  • Investing for growth or income

Often we are approached by clients who are given a range of options on how to take their pension benefits. They may include a choice of various lump sum and pension entitlements and sometimes compensation payments with options to increase pension benefits.

We use our experience and expertise to advise clients on the most suitable option.

Call us and we will arrange a complimentary meeting to explore the options open to you.

The Financial Conduct Authority does not regulate tax advice.

Still need help with Retirement Advice?

If you require further information, don't hesitate to contact us, our skilled team are always here to help!

Tel: 01244 317 111