We would establish your existing pension schemes, including personal and any company pensions you may have, along with any current contributions being made.
We then make recommendations for your retirement planning by:
- Working with you to understand your pre and post retirement goals
- Understanding the age you wish to retire & the flexibility of income you need in retirement
- Understanding the effects of inflation
- Using our specialist knowledge of retirement planning and a variety of research tools to make sound personal planning recommendations in line with your objectives for retirement.
We can help you with drawing up an initial plan, retiring early, reviewing existing plans, or considering drawing your benefits from existing schemes.