Retirement Planning

Pension planning has never been more important than it is today. The pensions industry has undergone one of its biggest changes in the last 50 years in April 2006. “Pensions Simplification” will give many pension policyholders much more flexibility in terms of the amounts of money they can invest in a pension and the areas that they can invest their money in.

We realise that for many people their pension fund can be their largest asset. With increasing reliance on the private sector it is essential that clients receive the very best advice when it comes to their pensions.

The areas that we can currently offer advice on are as follows:

• Personal Pensions
• Stakeholder Pensions
• Personal Pension Transfers
• Group Pension Schemes
• Executive Pension Schemes
• Self Invested Pension Schemes

As part of our service we will review your existing pension schemes and provide you with a report that will analyse the past performance of your pension funds as well as assessing the charges on your plan plus any other benefits that the plan might offer.