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Retirement consulting

Effective retirement planning requires an expert knowledge of the detail of pension legislation and an ability to clearly understanding of an individual’s long-term objectives and expectations.  We offer both.  Our knowledge of the complex web of regulations enables us to create strategies that move our clients steadily towards their financial goals and is complemented by one other crucial quality – absolute independence.

We view pensions as an investment vehicle with unique features and tax treatment.  By taking this approach, we align our retirement solutions with personal circumstances and objectives, ensuring that retirement planning fits cohesively into any financial strategy.  We don’t think in terms of isolated ‘pension problems’.

Our main areas of expertise are:

  • Planning strategies for the new pension regulations (effective from 6 April 2006).
  • Advising on complex accumulated pension situations.
  • Structuring pensions to maximise tax-free cash payments.
  • Designing and implementing personal pension and retirement annuity investment strategies.
  • Modelling funding potential pension levels.
  • Reviewing existing pension portfolios.
  • Advising on the various options for drawing retirement benefits.
  • Integrating estate planning and pensions.

 

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