CLOSE TO RETIREMENT?
If you are close to retirement, you will be wanting to ensure that the funds you have built up throughout your life are used to provide you with the best possible income and/or lump sum to allow you to do the things want in retirement.
10 years ago your fund would be used to buy an annuity and that would be the end of it, however nowadays you have many more options available to you; for example:-
An open market option which allows you to use your pension funds to secure the best possible income which may be provided by another pension provider.
Income drawdown which allows you to have far more control over your income, releasing tax free cash early, choosing how much income you require and varying that income to suit your circumstances, without committing to buying an annuity, possibly when rates are low.
OUR PRE-RETIREMENT REVIEW SERVICE
This looks at the many options open to you, and takes into account your plans for retirement, whether you are looking to fully retire or merely cut down the hours you are working - or indeed whether you wish to access a lump sum from your pension without necessarily taking an income immediately.
Our pre-retirement review is free of charge - if you decide to allow us to manage your pension on an ongoing basis we would normally take an annual percentage to finance the cost of providing this service.
CLICK HERE TO FIND OUT MORE - WE WILL RESPOND WITHIN 24 HOURS OF RECEIPT
