Post Retirement Planning
Post-Retirement
The journey to making plans for your actual retirement should ideally start 5 years out from when you plan on taking your pension benefits. There are a number of important things to consider, none more so than investment risk. Managing this risk becomes increasingly important as you draw closer to retirement age.
The options available to you at retirement are now vastly different to just collecting a monthly payment and a full understanding of these options is crucial.
We offer tailored individual advice to all our pension clients, thereby ensuring a complete understanding of all options is outlined before retirement benefits are triggered.
Retirement looks different for everyone. In many cases, going from A to B too fast can be overwhelming and a difficult transition in people’s lives. Others thrive on change. Either way, it is so important that you get the financial side of retirement right. Speaking with us can help you draw down your funds in the most efficient manner.
Retirement is a period of immense change and the majority of us do it once. We want to help you do it right and in a stress free manner.
Post retirement support is just as important as pre-retirement. 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 or pension size, we are here to help you retire, stress free.
Reviews allow you to assess your progress, it also gives you the opportunity to forecast what income you may need to draw down in a given year. We commit to reviewing our clients plans regularly.
