Pensions and retirement planning

There are more options and decisions to be made than ever before when it comes to finances in your retirement.

Our team are experts in pensions: the old rules, the new rules, and what the best option might be for you. Whether you have one pension or several, final salary pension schemes, an NHS pension or are considering transferring a pension, we can help.

And, during times of change, such as divorce or redundancy, we’ll keep you right on what to do with your pension. It’s worth remembering too you can pass on your wealth via a pension as part of estate planning. Find out more with our case studies and articles here.

Retirement Planning

Life after work.

Many of us choose to work well past the traditional retirement age; others have plans to retire early and do something else entirely.

Regardless of whether your own retirement is far off, or fast approaching, our team can help plan and identify exactly what you need to do in order to achieve financial independence: to live the life you want in retirement.