Pension Review & Retirement Planning
In order to assess your situation and give you the best possible pension advice we will need to understand your previous history and any existing pension contracts you may have. In short we conduct an audit of your present arrangements, including state benefits and any SERPS entitlements.
We will evaluate the level of pension that your current arrangements might expect to provide at retirement which allows us to advise a suitable approach to address any funding gaps between what you want and what you might currently receive..
Reaching Retirement Age
Once you reach retirement we can also advise on the various options available to you, thus ensuring that you take your pension benefits in the most suitable and efficient manner.