Retirement Planning

Pensions

Whether you are thinking about starting to save for a pension or wish us to assess the plans you already have we will be pleased to help you. We can also advise you of the options available to you if you are planning to take your retirement benefits. With the introduction of new penions legislation you need expert advice from a trustworthy source to help you plan for the future.

Our pensions advice is completely independent and we tailor our proposed solutions to meet your personal needs, both current, for the future and your retirement years.

  • We have access to a wide variety of products available in the UK market for individuals and companies.
  • We have a wealth of experience in the pensions services sector and our on-line systems deliver instant and up to date information on pension solutions, pensions law and tax implications.
Our access to current information and products enables us to provide the best advice and solution to your needs and circumstances. As part of the service we provide written reports analysing your existing pension and comparing your projected retirement benefits against other pension providers. New pensions legislation introduced on 6th April 2006 provides exciting opportunities for individuals to enjoy a much greater diversity of investments to provide for their future.

If you would like to speak to one of our advisers regarding any aspect of pension planning please call and ask for either David Wing or Andrew Burdge.