Securing the retirement you want

We all have dreams we hope to achieve when we reach retirement, and pensions are one of the most common ways we save to secure that future.

But pensions can be complex and as you plan for retirement you’re likely to be faced with numerous decisions.

Pension advice can provide you with clarity.

We’ll work with you to understand the type of retirement you’d like. For some, new experiences are essential, for others being able to relax with family is what they’re looking forward to. By putting your retirement dreams at the centre of your pension advice, we’re in a position to create a bespoke financial plan that puts you on the right track.

Whilst how much you should be saving into a pension is a common question, there are many other challenges and points to consider. Whether you’re just starting to save for retirement or the milestone is just around the corner, actively planning your retirement can mean you get the most out of it. Do you know the answers to the following questions?

  • How much do you need to save in order to achieve your retirement goals?
  •  Does your adjusted income mean your annual allowance is lower?
  • How and when should you access your defined contribution pension?
  • How long will the income withdrawn from your pension last for?
  • Does your defined benefit pension meet your needs?
  • How can other assets help to support you in retirement?
  • Would you be able to afford long-term care if it were needed?

Pension advice can help you answer these questions and more. It’s a process that can help make sure you’re on the right track for achieving the retirement lifestyle you’re looking forward to. Ongoing advice throughout retirement can help make the most of your money. Pension Freedoms have provided far more flexibility but also mean greater responsibility; you don’t want to spend too much too soon. On the other hand, living too frugally could mean missing out on retirement dreams you had when you have the provisions to do so. Pension advice can help you strike the right balance throughout retirement.

Looking for pension advice

If you’d like to talk to a financial adviser about your pension savings, please contact us. Our pension advice is designed to help you achieve your retirement.

 

Past performance is no guarantee of future returns and the value of investments and the income they produce can fall as well as rise. You may not get back your original investment and you may lose all your investment.

Accessing pension benefits early may affect levels of retirement income and is not suitable for everyone. You should get advice to understand your options at retirement.

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