Plan your retirement
Pre-Retirement
A Pension Plan is essentially a long-term savings plan where you make regular payments to help build a fund to secure and provide for your retirement. Whether you are a self-employed sole-trader, a company director or in non-pensionable employment, there are a range of pension solutions available.
Choosing to start a pension plan is a very important step in your life. It’s one of the ways to secure your financial future and the lifestyle you’ve planned for once your working life is over. The most difficult part of setting up a pension is making the decision to simply “Get Started”. That’s where we come in.
on your personal contributions (within revenue limits)
on your investment gains within the pension pot
when you decide to take your pension benefits at retirement
how it works
Everyday, we meet customers from all walks of life, who for whatever reason start their pension plan later than they had planned to do so. In fact, many of our customers tell us they wanted to start earlier but didn’t know how to start or who to talk to. Take the next step and talk to us to get the best advice possible for your situation and ultimately for your retirement.
From helping clients find pension funds with previous employers to guiding clients on their pension journey, we have seen it all.
Our customers need varying levels of support along their journey. We make it our business to be available to our customers to provide any support needed.
We take great pride from the fact that over 90% of our business comes by way of introductions from existing customers who are happy to recommend our services to their family and friends.
Whatever your circumstances, your budget or employment status, we are here to help you start planning your journey to retirement.
Our annual review process allows you to assess the progress you have made to date. We ensure your retirement plan stays on track, so there are no surprises as retirement approaches.
Still Have Questions?
