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Pension Planning

Pension Planning

Putting the right pension plans in place now can be a tax-efficient way to save for retirement and fulfil your future plans. Seeking expert advice on your retirement savings options?

Thanks to the introduction of pension freedom reforms, you can tailor how and when to use your pension pot (after turning 55) to suit you. Although this allows for flexibility, it also means that people now have to make sometimes difficult financial choices.

Our preferred partners are on hand to cut through the complexity of your pension scheme and whether a pension draw down is best suited to your needs at retirement.

Our partners can also offer specialist advice on how to accumulate private wealth using Self-Invested Pension Schemes (SIPPS) and Small Self-Administered Pensions (SSASs).

Pensions are only one form of retirement planning – combining it with other methods is often a good plan. Get in touch to speak to a partner about all of your retirement income options.

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If you need to speak to us about a general query fill in the form below and we will call you back within the same working day.


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