Planning Your Retirement
We’ll help you to work out what you need to do now to achieve your retirement goals.
Before you retire you may have a clear idea of when you want to retire and/or the lifestyle you’d like after you retire. We’ll help you to work out what you need to do now to achieve your retirement goals. You may want extra flexibility, perhaps to take early retirement but still work part-time. We’ll help you to plan how you can do this.
Do you have more than one pension plan?
In your working life you may have paid into more than one pension plan. We’ll:
- review them to make sure they’re working as hard as they should be for you
- help you decide if it’s best for you to put them into one pension pot
Are you going to retire soon?
When you retire you’ll be asked to choose how to convert your pension into an income. For example, should you buy an annuity, or choose income drawdown?
We’ll help you decide what to do and we’ll look at what’s available on the market to find a product that best suits you. You may be able to draw a higher income from your pension fund: for example if you’re a smoker or have health conditions.
So please don’t just automatically fill in and send back the forms that your pension provider sends you!
To find out more, please get in touch with us.
