Getting ready for retirement

Getting ready
for retirement

Make the most of your retirement savings

With many demands on your time and other financial goals to balance, it can be hard to find time to prioritise retirement planning. Wherever you are in your retirement journey, we are here to help.

Prioritising your retirement

We work with clients to develop a comprehensive financial plan for retirement, using sophisticated cashflow modelling software (CashCalc) to accurately predict how much money you will need in retirement, according to a range of different scenarios.

It means we can answer questions like:

Can I give monetary gifts to my children without impacting my retirement plans?
Are my investments currently delivering the returns I need to achieve my retirement goals?
How much more would I have to save to retire earlier?

For a quick overview of how cashflow planning works, take a look at our video:

Once we’ve established your goals and produced your cashflow model, we’ll look at how we can best structure your pensions, savings and investments to deliver the outcomes you’re looking for. This includes structuring everything to deliver maximum tax efficiency.

Your adviser will take care of putting the whole plan in place for you.

Pensions for business owners

We specialise particularly in Self-Invested Personal Pensions (SIPP) and Small Self-Administered Schemes (SSAS). Find out more here:

SIPP
SSAS

Get in touch

Get your plan in place

Prioritise your pension today by getting in touch with us on 01904 694300.