Retirement Planning
"Basic" - Pension Plan Module
Will provide a basic pension in retirement and identify your State Pension benefits.
"Standard" - Retirement Plan Module
Is for clients who want more than simply a Basic Pension Plan. We will project the income required in retirement and provide a total solution to meet that income need. This will take into account all existing pension provision and create a plan to cover any shortfall.
Retirement Fund Assessment Module
Will review the performance and charging structure of your existing pension arrangements and compare these to the fund-sector average. Should your existing funds prove to be poor performers, alternatives will be recommended and implemented.
At Retirement Planning - Access Module
Can enable you to:
- gain access to funds which you have built up for retirement
- control the manner and rate at which you draw your retirement income; and
- allow you to pass your retirement fund on when you die
- The Pensionless Pension Module
- Will provide capital and income, which can be used in retirement without investing in pension plans
Early Retirement Module
Will illustrate how you can gain access to your pension benefits early, thereby extending your statistical life expectancy.
