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Pension Reviews

There has never been a more important time to review your pension provision. As we all live longer, and as employer-funded pensions disappear, it is essential that people have an understanding of the income they can expect to retire on. A review of this provision will allow for planning to meet your goals.

A Retirement Planning Review enables you to plan for a selected retirement date, and can factor in inflation to ensure the figures are meaningful. If additional contributions are required to meet your targets then a review will identify these, when they need to start and at what level. The sooner any shortfall is addressed the much greater the likelihood of meeting the shortfall. Now that nobody will have to buy an annuity, but will instead be able to efectively access their pension like a bank account, contributions, plus careful management of the investments, make pension saving an even more crucial part of financial planning for everyone

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