Retirement planning

Preparing for retirement is vital in achieving your financial goals. Retirement and pension planning can begin at a young age and in order to provide for a reliable income throughout your retirement, you need a sound strategy to create wealth, good investment selection and ongoing investment advice.

We provide advice on specific products including:

• Retirement Annuities. An ideal product for those who are self employed or do not have a pension plans through their current employer.
• Preservation fund. For those clients with various pensions from previous employers, preservation funds allow you to consolidate under one platform and investment strategy, whilst still enjoying the tax free growth and retirement fund restrictions.
• Living Annuities. A good solution for clients looking to control their post-retirement investment, allowing for flexibility of drawdown whilst minimising their costs and tax bill.