AT RETIREMENT

There has never been more options for those retiring, which in itself is only good news! However, with more options often means more complication which is certainly the case with pensions.

 

The great news is we specialise in helping people in this very situation as we are Pension Transfer Specialists (PTS).

 
So if any of the below rings true with you, please get in touch.
 
  • Annuity or Drawdown?
 
  • Maximum tax free cash or not?
 
  • When to retire?
 
  • Guarantees on your funds
 
  • How much, if any, investment risk to take
 
  • Will I run out of money?
 
  • Most importantly, make sure you can retire comfortably!