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.
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Maximum tax free cash or not?
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How much, if any, investment risk to take
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Most importantly, make sure you can retire comfortably!