Pensions
Pensions
Pension Review
Review your pension...
As a pension expert, one of the most valuable services I feel I provide clients with is reviewing their pensions for most people this isn’t as easy as it sounds, as they may have a number of pensions.
Retirement Pension
The first step...
We assist clients with setting retirement goals/objectives and advise on the funding levels required to achieve these. We give you straightforward advice of what income you are likely to receive from your plans in retirement.
Pension Transfer
Where do I start?
When reviewing a Final Salary Pension/Defined Benefit Pension it is important to establish the guaranteed benefit of the income benefits, spouse’s income, and other important factors within the scheme. As well as looking at the transfer value, which due to the large number often entices people to want
to transfer.
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