Pensions
Make sure your pension brings you peace of mind.
Setting up a new pension is easy. If you move between jobs, you might even end up with two schemes or more.
However, do you know the income you may need or the benefits these might provide?
How we can help
If you’re feeling uncertain or confused about your pension, talk to us.
We’ll take a careful look at what you have now and give you an honest, impartial appraisal of what you may need to change.
Whether you need to save more, start a new pension or make other changes, we’ll be here to support you at every step.
If you wish to review your retirement planning needs we have a team of experts who can help.
To keep you on the right track, we’ll meet you regularly to review your arrangements and make sure they’re still right for you – whatever the future may bring.
Contact us today to find out how we can help you.
Ready to get started?
Case Study
Mrs P's pension planning journey
Divorce is an emotional time, with life changing decisions to be made. Amongst these are how the family assets are to be divided. Often significant amounts are discussed but with little understanding of what they represent in terms of immediate and future financial security for either party.
Working alongside her divorce lawyer I supported Mrs P through her financial settlement negotiations, understanding the nature of the assets in question and translating how these would support both current and future financial needs. Funds to buy a house but also to provide a pension asset in the future, for example. Financial assets differ in nature and valuing can be complex. Ensuring that Mrs P knew exactly how her settlement would impact her financial security was key and I was able to support and advise her as we built a financial plan for her future. Having had little involvement in her family finances Mrs P is now comfortable that she understands how her finances will support her in the future and is able to move forward with her life.
