More information about ...

At Retirement

Retirement planning in your later years

At some point after age 55, you probably need to use your pensions, and perhaps other investments you have built up, to generate an income. The options are wide ranging and too much to cover in any detail here. The important thing is for us to understand what your circumstances and key objectives are and to make recommendations as to the most appropriate solution.

Example products include Group Personal Pension Plans, Personal Pension Plans, Section 32’s, Self-Invested Personal Pension Plans, Small Self-Administered Schemes and more.

For help with any aspect of your retirement planning, please call us on 01789 263257 for an initial discussion.

Case Study

Sarah was reaching retirement and with several pensions accumulated, she wanted to ensure her benefits were drawn and maximised as efficiently as possible.   Here’s how we helped Sarah…

Sign up for our


Stay up to date with important issues that affect your finances

Pension freedom


Esssential reading if you are considering accessing the funds in your pension

The 5 myths of

auto enrolment

We dispel some of the common myths surrounding Auto Enrolment