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RETIREMENT
PLANNING

Establishing a Pension Plan

If you are self-employed this is something you cannot ignore, as unlike employees you have no automatic pension enrolment. Whatever your business structure our experts can help you establish the right scheme to help reduce taxes now and enhance income in retirement.

Pension Audit Service

When did you last review your old pensions? It's common to have multiple pots from previous employers.  If you have not done so in recent years, you might be overpaying and achieving lower returns. Our specialist advisors can audit your current pension arrangements to ensure they're competitive and performing well.

At Retirement Solutions

Retirement planning has become more complex in recent years, but for good reason. You now have more options on when and how you take your benefits, providing greater choice and flexibility. Our specialist advisers are here to help you make the right decisions at this crucial time.

Retirement planning might seem uninteresting and only for the old, but pensions are actually a very tax-efficient investment tool that can reduce your tax burden throughout your working life.
 
Whether you're starting to invest or exploring ways in which to take your benefits, our pension experts can guide you through the rules and provide advise on the right strategy, so you can immediately benefit from pension planning.
 
If you have old pension pots, they likely have higher charges and may not align with your current risk appetite or outperform the market. We can review and optimise any you have to look for better performance.

LEGAL DISCALIMER

The value of pensions and the income they produce may fall or rise. You may not get back as much as you invested.

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