Adrian Brant, IT Consultant
For some of us it is many years away, for others just around the corner. But what most of us have in common is a desire to retire from work with a level of financial stability and comfort.
Retirement is often the biggest change that you will face both in terms of income and lifestyle. Our approach is to create a strategy for the future, revolving around careful planning both pre and post retirement. This includes:
- Pension creation, including SIPPs
- Pension review and transfer services
- Retirement income & Annuity planning
- Investment and cash flow management
This is a complete service which, where appropriate, looks beyond pensions to ensure a flexible strategy is developed.
We specialise in member-directed pension schemes – previously known as SSAS and SIPPs – which are useful tools not only for retirement but also to assist a client’s business by potentially providing business premises or making commercial loans to the business.
Taking Pension Benefits
At the point that the client wishes to take benefits we provide detailed advice and guidance, both via meetings and written reports, to help with the difficult decisions to be made. Thereafter, the regular meetings will continue as we recognise the continued need for guidance to help our clients to continue to meet their financial objectives.
Taking benefits at Retirement Case Study
