"Do I need to change my nomination of beneficiaries to take advantage of the new death benefit rules?"

Retirement Planning

We work closely with you to create a bespoke retirement strategy and our ongoing relationship will help keep you on track.

We help answer difficult questions such as:

  • I have a number of different pensions, could I save costs by combining them to a new scheme?
  • Are my contributions to my current retirement schemes sufficient to provide the level of income that I require in retirement?
  • Do I have the correct investment strategy taking into account my attitude to risk or the income target that I have set?
  • How much do I need to contribute so that I will have sufficient income once I retire?
  • Do I have enough money to retire now?
  • Will I have to supplement my income by working part time?
  • Will I run out of money?

Since the New Pensions Freedoms have been introduced, additional questions have been:

  • What are the new options available to me?
  • Do I need to change my nomination of beneficiaries to take advantage of the new death benefit rules?

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Our Qualifications

You should always ensure when you receive regulated investment advice that the firm you are dealing with is authorised by the FCA.

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How We Help

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