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Retirement Planning

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. 

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

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.

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