Pensions

Pensions are the bedrock of effective financial planning.

We believe in looking after your pension from the moment you set one up until retirement and beyond. 

With regular reviews to assess performance we take the necessary action to keep your pension in line with your expectations.  We are able to advise on the full range of personal pension options including SIPPS, Income Drawdown, Phased Retirement and Annuities.  We also specialise in group schemes for the corporate market.

If you are unable to answer the following questions or the answer to any of them is 'no', then you need to review your pension.  Not doing so could potentially cost you thousands in retirement.

  1. Have you had a review of your pension and the underlying investments in the last couple of years? 
  2. Do your pension funds accurately reflect your attitude to taking investment risk?
  3. How well is your pension performing and what are the charges?
  4. Do you get a regular review of your pension?

Call us today on 0845 371 0262 or 01732 617950  for a no obligation review.

Click the link to find out about Pension Reform 2012 and how it may affect you and your business.

Click the links to find out more about Group Pension Schemes, SIPPS and Annuities.

Click here to read our our guide to investing.

When can you get your State Pension? Click here to calculate it.

Do you want to know your pension forecast? Click here for relevant information.

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