Retirement Planning

It has been estimated that the average British household is saving less than it needs to have a comfortable retirement. Looking that far ahead is difficult but the earlier you start making provision for retirement the more you will build up.

To encourage people to provide for their own retirement the government has made personal pension plans tax efficient and a very effective way of saving for the future. However changes in legislation mean this can be a very complex area of financial planning. We will explain the options to you simply and in plain English to enable you to make an informed decision as to your pension needs.

Our experienced consultants can assist you with advice on retirement planning by meeting with you on a face to face basis at an appointment that is convenient to you, helping you to make the right choice! Our consultants are supported by award winning pension and annuity providers that have many years experience in the pension arena. 
 

FA is delighted to offer all our clients a free Retirement Planning Service. This entails tracking down all those old pension plans and undertaking an evaluation of whether these vehicles still offer the best way of investing for their retirement. If you want to be contacted in connection with this service please email us at pensions@financialassociates.co.uk   

The current economic climate has meant that alot of our clients are asking about their choices when it comes to taking their pensions or accessing their tax free lump sum, if you want advice about the best way to draw your pension please call us, making a decision before taking advice could be costly.

Talk to us
To speak to one of our consultants you can either call us on 01793 750101 or submit an enquiry form and we will contact you shortly.