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Retirement & Pension planning
Consolidate the pension confetti and understand what your pension means for you, in plain english.
GROWTH
The service
The average UK person has several forgotten pensions and no idea what they're worth or what they're invested in. We help find & consolidate them to build a retirement strategy around your circumstances and the income you will need in retirement.
Signs you need this
While Investing can help your money grow over time, it's important to remember that the value of investments can go down as well as up, and it is not guaranteed. It is important to note that tax treatment will depend on the individual circumstances of each client and may be subject to change in future.
Investments and/or pensions scattered across old platforms and forgotten accounts.
You couldn’t explain what you own, or why, or how that translates to retirement income.
"I’ll sort it later” has been the plan for over a decade.
You have a short career and expect to retire before the standard retirement age and are seeking guidance on how to plan for retirement.
Retirement feels either impossibly far away or worryingly close.
Key areas
- Self employed and company contributions
- Pension consolidation
- Retirement planning for individuals wishing to retire before standard retirement age.
WHAT'S INCLUDED
Inside the service.
Pension Consolidation
We find the pots from old employers, assess what’s worth keeping, and bring order to the confetti.
Informed planning
We provide calculation to help make informed decisions, showing you what income you will receive in retirement.
Contriubtion Strategy
Allowances, employer contributions and tax relief used fully, in the right order to suit your needs.
Drawdown reviews
A plan for turning the pot into income that lasts — tax-smart, flexible and reviewed as life changes.