Foxed by Pensions?

Pension commencement lump sums, drawdown contracts, annuities, crystallised and uncrystallised schemes, widows benefits, taxable lump sums…all a little daunting.

Making the most of your hard earned pension savings can be complicated. Perhaps you are unsure if your investments are on track, the most tax efficient way of funding your retirement or have accumulated multiple pension pots over your working life.

A pension review can help. It looks at what you have, how the underlying investments have performed and gives insight into your likely retirement income, with recommendations as to how to achieve the retirement you are planning.

The review will consider the inevitability of death and taxes, the impact your decisions will have on the financial security of your loved ones and your future standard of living.

Advice starts with talking, working with you and your family to achieve your goals, help prepare for the unexpected and create your own personal retirement plan.

Independent and accountable financial advice is just a phone call away.