Retirement is about more than just pensions

Steering a safe path through the pensions maze is not easy. Anyone trying to work out the best way of taking their pension benefit is faced with a number of options – annuities, phased retirement and flexi-access drawdown among them.

Our retirement planning services allow you to determine the best method of taking pension benefits – investors often underestimate the risks associated with sophisticated retirement options like drawdown so expert advice is essential.

Our retirement planning service includes fully integrated cashflow modelling solutions and strategies designed to help minimise taxation throughout your retirement journey. These options include ongoing annual reviews under our ‘Partnership’ or ‘Stewardship’ service.