Pensions
Typically, you will be approaching retirement – perhaps even seeking an exit strategy from your business – and will already have accumulated pension funds/assets of a least £100,000. Many of our clients come to us with a number of different pension plans that they have taken out over time, simply looking for structured advice on how to make the most of them between now and retirement.
Alternatively, if you are actually at the point of retirement, you may be ready to turn your existing pension funds into an income and need advice on how to choose the best option for your circumstances.
We are also able to help if you have a “frozen” occupational pension scheme and want to understand the options that are open to you. Not all advisers are able to advise in this specialised area, but we have the knowledge to help you.