Services for key employees

Long-term pension planning culminates in the eventual move to retirement.  We provide specialist financial advice in preparation for retirement and continued support thereafter.  This is a crucial phase in the retirement process, and one that is often overlooked as retirement approaches.

Annuity purchase can be straightforward, but it can also be complex with choices covering benefit structure, tax free cash entitlements, deferment options, or drawing phased benefits to exploit the tax regime to the full.  For customers with larger funds the ability to avoid annuity purchase is often attractive.  All of these options are worthy of consideration at a time when a member needs it most.