Category: Retirement
Guide to Retirement Planning
The pension freedoms rule changes mean that we’ll be increasingly in charge of our pensions, both while we’re building up our retirement pot and when we start to draw an income. It’s therefore more important than ever to plan our retirement saving from an early age...
Consolidating your Pension Pots
Have you ever considered moving and consolidating your pension to another scheme or provider? There are a whole host of reasons why people might want to do this before they reach retirement...
Pension Reforms
The government has introduced comprehensive reforms to the pension rules over the previous few years. One important change, which may have been overlooked by some savers, is the reduction of the lifetime allowance that applies to pension savings. The lifetime allowance is the total amount you can hold within all your pensions without incurring an additional tax charge when you extract money from the pot...
Planning for the Future
Why it’s important to know your start and end points. Reaching your wealth and financial goals and achieving personal ambitions are major objectives of our financial planning process. In order to make detailed plans for your future, you need to understand where you are today and where you want to be in the future.
Top Tips for a Comfortable Retirement
If you’re unsure as to whether your pension plan is performing in line with your expectations and that you’ve made the right retirement choices, don’t leave it to chance. Take a look at our useful guide to a comfortable retirement plan – you might just want to take a second look at your current goals and redefine your strategy to achieve your existing or any new ambitions.