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 confused by pension legislation and what options are available.
  • Somebody that needs inspiring with a fresh, energetic and holistic approach to funding retirement from their various pension and non-pension assets.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

To talk to us about ‘At Retirement Planning’ call 01325 366446 or leave your details on our contact page.

If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.

Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’). Please see the following link for further details: