Ready to retire or confused about pensions?

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Pensions & Retirement Planning

The freedom to access your pension funds when you reach retirement age, together with the introduction of ‘auto-enrolment’ for workplace pensions, means you should review your pensions, and how you’re planning and saving for retirement.

Changes to the ways you can take your pension benefits mean that pensions are once again the most important part of most people’s retirement planning.

Most of us have had more than one job, and that can mean that you accumulate a mix of pensions of all types and sizes. These can be difficult to keep track of, and complicated to sort out when you come to take benefits on retirement.

When you retire, work less or want to take funds from your pensions, the new ‘pension freedoms’ have made the choices increasingly complex and the need for advice ever more important.

The size of your pension funds, and the income they can produce, depend on the success of the investments they hold. Arranging a coordinated investment strategy is often our starting point.

Our Client Website gives you access to information about your pensions at any time, on your computer, mobile phone or tablet, to help you make sense of it all. Our approach is to offer ‘Old-fashioned’ face-to-face advice combined with the best use of modern technology.

FCA finds millions have no idea what pension they bought

What our clients have to say

Philip has provided professional advice appropriate to our needs by taking the time to find out what our requirements are. He is reliable and delivers what is promised.
Lindsey Braune

From the blog
Not so Pension Wise, after all?

The government apparently spent £18 million last year advertising “Pension Wise”, its free advice service…

As seen in