It is critical to that you create a comfortable and secure post-work life via planning your retirement funding. This involves setting clear goals, estimating retirement expenses and determining the sources of your income. 

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Saving and investing for retirement is key to building a sustainable nest egg.

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On 6th April 2015, new pension rules enabled much greater flexibility over how you use your money purchase pension savings.

 

With a number of options now available to you in retirement from:

 

• income drawdown

• annuity purchase - lifetime or short term

• phased retirement

• uncrystallised pension fund lump sum (UPFLS)

 

We can guide you through your choices based on your circumstances and retirement plans.