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Retirement Planning

Are you on track for a comfortable retirement?

Personal Pensions, Company Pensions and State Pensions are designed to enable you to save money to live comfortably after you have retired from work. There are many different ways to save for retirement and the taxation and investment elements of pensions can appear complex.

We offer advice in explaining, recommending and forecasting your pension entitlement. Any shortfall of what you are expecting in retirement can be identified and addressed.

This is an area that has seen many changes over recent years and the plans you already hold may require reviewing to ensure that they are still suitable for your needs, we can help you interpret what you have, how the complex rules apply to you and what is the best way forward.

In essence planning for retirement is the same as investing but within a Pension Plan, so much of the information on investments above also applies to pensions.