The good news is that we are living longer!

The not so good news is that it is unlikely that the state will be able to fully support the population of future pensioners. Therefore it is vital for everyone to plan how and when to save for retirement.

Taking just a little time to understand your needs before buying a pension can make a huge difference to the quality of your retirement, as any state pension entitlement may not be enough to give you the standard of living you want.

A pension is generally seen as the best option for most people – not least because of the extra money you get to put in because of the tax benefits, but also as pension schemes change and the choice of schemes and funds become vast, how can you be sure that you make the right choice for you?

The answer is to get professional financial advice. Our Financial Advisers give advice, with no obligation to proceed. We can also give guidance with other retirement planning and investment options, all tailored to your individual or corporate needs.

If you’re looking to review a personal or stakeholder pension, or a group company pension, we will tailor our solutions to your specific circumstances.

Get In Touch Here

    Does your annual Pension statement leave you feeling confused?

    By reviewing your pension on a regular basis you can help ensure that it is on course to give you the income you need.
    Your pension is possibly going to become your largest financial asset in retirement, so it is vital that you review it on a regular basis to make sure that it’s working as well as it can for you. 
    The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested. 
    Tax treatment varies according to individual circumstances and is subject to change. 

    Get in Touch With Our Team

    If you answer no to any of the following, contact us today for a no obligation initial pension review.

    • Have you reviewed your pension in the last year?
    • Do you know what your pension is likely to give you in retirement?
    • Do you know where your pension fund is invested?
    • Do you know how these funds are performing?
    • Do you know the investment risk that your pension fund is currently subject to?
    • What are your pension funds currently worth?

    To have one of our Advisers contact you at your convenience, please complete the ‘Enquiry Form’ above or contact us on 01271 458121.

    Have any Questions? Get in Touch

      01271 458121