Before retiring

Tax-efficient saving for a time after work

The earlier you can start planning for retirement, the easier it will be and the more you'll potentially benefit. 

Whether you're part of a Workplace Savings scheme or fund your Pension through your own business, you should always be asking yourself some key questions around your contribution levels and your investment options.

But these days, funding for retirement isn’t simply a matter of paying into a Pension. It's also very important to consider all types of savings contracts, such as ISAs, as well.

With pensions now being more flexible than ever before and with other tax-efficient ways of saving also available, it is more important than ever to make the right decisions.

In our experience, the more advice you get, the more likely it is that your retirement will be a pleasant experience.

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Things to consider

By the time you retire, your pension could be one of the biggest assets you own, yet how often do you pause and ask some serious questions about it. Things like 

‘Am I saving enough for retirement?’

‘Will my Pension offer me all the options available at retirement?’

‘Am I invested in the right places?’

Or even

‘is a Pension Plan the right place for me to save or are there other options?’

There's enormous value in sitting down with a specialist adviser to discuss what options are available to you and then considering how continued support can mean that your retirement can be a plan that you can achieve, rather than just a dream that you hope will happen.

Your aims

Getting you there

There are many different ways you can save for retirement and many different options to consider as you progress.

Therefore, having an adviser by your side to ensure you are keeping on the right track means that you're more likely to achieve your goals.

We'll ensure you're invested in the right sort of assets and the right sort of contract to give you confidence that your savings are working as hard as they can for you. 

By meeting with us regularly, we can amend your plan to fit your changing circumstances, so that when you finally get to retirement there shouldn't be any hidden surprises.

You should always remember that as a pension is a long term investment, the fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation.


Begin the journey

What do you need to do next?

To begin your journey and find out how we can help you plan for your retirement, click here to contact us.

Our specialist Retirement advisers will be happy to discuss options and tailor a plan to your requirements.


Do you have a question about your planning for retirement?

Just fill out the form below and we'll be in touch with you shortly.

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