Retirement Planning

There a wide range of pension contracts available from personal pensions, self-invested personal pensions and occupational pension schemes. It’s difficult to know type of plan is best suited to your needs.

Many of us have a number of pension plans from different stages of life and different periods of employment.

Significant changes have been made to pension rules of late, you can be sure we will keep you up to date with all the changes and work with you to ensure you have a quality pension plan and a robust investment strategy for your retirement planning.

Our retirement planning guide will help you understand the options available and show how we can work together to provide peace of mind that your pension is on track – this will be available on the website soon.

How Can We Help with your Retirement Planning?

Tell us about your plans and we provide an initial review of your current pension provision and structure your plans so that they meet your requirements. For our clients we recommend good quality investments with fair charges.

The Process

Our robust pension review service will give you peace of mind and help you understand your pension provision:

  1. Stage 1 – We will write to your existing pension providers and obtain all information on your existing pension contracts.
  2. Stage 2 – You will receive a written review of your plans detailing the investment performance, the options available on the plan and details of the charges you are currently paying. We will recommend any changes required to your pension provision to ensure a cohesive investment strategy and ensure fair charges.
  3. Stage 3 – We will implement any changes.
  4. Stage 4 – We will monitor your pension and work with you to ensure your pension remains on target to meet your plans and expectations going forward.
Contact us on 0113 436 0110 and arrange a no cost initial Retirement Planning consultation with an expert Chartered Financial Planner.