Specialists in Retirement Planning Advice for UK Residents
Due to an ageing population, planning for retirement has become a priority. Whether you are approaching retirement or just started making retirement savings you need to plan how to maintain your lifestyle post retirement.
Whilst most of you will have invested in a number of different schemes throughout your working life you may have underestimated the provision you need to make to enjoy a prosperous retirement. It’s really important to seek proper professional advice to ensure that your retirement planning will meet your future expectations.
Post Retirement Lifestyle
We are able to work with you to establish what you want your post retirement lifestyle to look like. We would need to evaluate your level of pensions and savings as well as your income and expenditure patterns to determine how long your pension is likely to last making reasonable assumptions based through cashflow modelling forecasts. This will enable us to establish whether you are on track or have a pension funding deficit to address.
UK Pension Freedom
You have more possibilities than ever before to access your pension savings. The opportunities depend to a large extent on the type of pensions you hold. It’s an important financial decision though which requires careful consideration. We are able to offer you tailored pensions advice to help you make the right decisions.
UK Pension Transfers
If you are looking to move abroad then you should consider transferring your UK Pension to a QROPS arrangement. We are able to help you with complex cross border pension and tax issues to ensure your pension arrangement is fit for purpose in your new country of residence.