Pensions remain an important part of everyone's retirement planning; however they can be complex and frequently subject to regulatory changes. Identifying the right approach for you is key, looking at consolidation of historic pensions; understanding the proposed new drawdown rules vs the current rules; and whether tax may be incurred by exceeding the new Pensions Lifetime Allowance.

To understand what approach is most suitable for you our Pensions team help you through the pensions' maze.
By working with you we help to determine what is the right combination of investments and savings to deliver the overall retirement income you need.

We work with you to:

  • Determine the retirement income you require
  • Provide detailed recommendations on how much and where you should invest
  • Implement and deliver your agreed retirement strategy
  • Keep you updated on legislative changes to pensions’ policy that affect you.