Whilst most clients understand the importance of pensions, very few commit the time and resources to planning for the future. We will help explain the valuable tax benefits, and the various vehicles available to help you and family plan for a comfortable retirement, and to maximise your income in retirement.

In most cases, choosing an annuity is a decision that will determine your income for the rest of your life.  By exercising your OPEN MARKET OPTION and shopping around you could increase your retirement income significantly.  Different providers offer different features and benefits and every case is unique so there is no short answer as to which company is most suitable for you.  When the time comes to think about retirement we can help you look at the various options available, including drawdown, enhanced annuities and short term annuities.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Tax Planning is not regulated by the Financial Conduct Authority.