PENSIONS

“The question isn’t at what age do I want to retire, but at what income.”

GEORGE FOREMAN

YOUR LIFESTYLE IN RETIREMENT

A secure, comfortable retirement is everyone’s dream and, because we’re living longer, we can expect to spend more time in retirement than our parents or grandparents did.

We will start by helping you clarify and define the lifestyle you want in retirement.

The second step is making sure you will have sufficient wealth to afford that lifestyle. This is one of the most challenging aspects of planning for retirement.

We can help you understand your current pension provision and assess if this is working for you.

We will work with you to put tax-efficient plans in place so you can have confidence that you can afford to do what you want without running out of money.

We will continue to monitor and regularly review this with you, as it is a long-term ongoing process.

Once you get to the point where you want to retire or partially retire, we can help plan your income strategy in the most tax efficient and appropriate way given your objectives and circumstances at that time.

CONTACT US

Pension Options

  • Personal Pension
  • Defined Contribution Scheme
  • Defined Benefit (Final Salary) Scheme
  • Self-Invested Personal Pension
  • NEST Pension
  • Multi-Employer Pension Schemes
  • Pensions for the Self-Employed
  • First Pensions
  • Stakeholder Pensions

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    Tony Little Ex-Headmaster, Eton College

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    Steve Perryman & Family Ex-Professional Footballer

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    Nigel Woods MD, Advance Fuels

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    Dr Ben Rickayzen Cass Business School

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    Prof. David Sims Cass Business School, City University

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    Mrs C Meyer Headteacher

  • I’ve been impressed with the support given to me by Joshua. I’d forgotten just how stressful house hunting can be, but it’s good to know that at least someone’s got my back financially.

    Malcolm James Retired

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    Phil Macleod Senior Master and President of the Masters’ Common Room. BA; B.Ed (Hons), Eton College