Pensions are a complex area and you need expert advice. We have an in depth expertise in retirement planning, helping you to understand your options in an easy to understand way.
Whether you are just starting your retirement provision or considering your options as you approach retirement we can help you choose the right option for you and your individual requirements.
With recent significant legislative pension changes the time is right for a fresh new approach.
We help you to assume control over your retirement planning and to define and achieve success with your retirement goals.
Our pension paradigm shift helps you to redesign your retirement plans to live the best possible life with the money that you have, to have a plan that addresses both your emotional and financial needs, with ‘happy money’ to enjoy with loved ones.
We can help you ‘retire on purpose’. Holidays and travel are nice breaks, but purpose is best for your long-term well-being. We focus on your return on life, which is more important than ever at this phase of your life.
That is to have a purpose to your retirement, to maintain your professional esteem and to continue to grow yourself into retirement and beyond. We see retirement as part of your life journey with many places to visit – not the destination!
A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.