These complexities, together with a more agile labour market, have resulted in people accumulating numerous pension pots, making it difficult to fully understand the extent of their pension provision or lack thereof. The new state pension is also little understood and forms a critically important aspect of your retirement plan.
In short, it’s our job to take the complication out of your retirement provision. We aggregate your various pension pots and provide a single projection to demonstrate the income you can expect to receive when you’re ready to retire. If that falls short of what you need, we develop a contribution and investment strategy to bridge that gap in the most cost effective, tax efficient way. Here’s the range of pension services we offer: