Pensions & Retirement

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Starting a pension

Pension Consolidation

Retirement options

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Cash flow Forecasting

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The average person in the UK has 11 different jobs in their lifetime. That means that there could be 11 different pensions. Consolidating them into a scheme that works best for you is where expert guidance may help.

Whether you’re self-employed, a company director, or don’t have sufficient access to pension savings through work, I can help establish pension savings that are right for you.

Other retirement options

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Flexi-access drawdown? Taking an annuity? Tax-free cash? The options with pension income are numerous. Getting advice can provide peace of mind when considering how to make the most of your pension.

Not sure if you’re current plans and contributions will match your retirement goals? I can provide cash flow models to help ease your concerns, knowing your savings meet your objectives.

Other pension-related areas to consider:

Commercial SIPPs, Pensions on divorce, Death Benefits, State Pension, Tax planning, Equity Release, Defined Benefits Pensions

Submit an Enquiry

Get advice tailored to you by send an enquiry using the options listed. The more information you give, the more personalised the service I can provide from the outset.