Pension Advice

Pension Advice

Planning for retirement can be complex and confusing.

When providing pension advice, we take all the confusion out of planning for your retirement. We explain which option is best for you when you are saving for your retirement as well as investment guidance.

If you are at retirement age, we will explain what happens next and guide you, step by step through the whole process.

How much tax-free cash you can get, which option is best for you – an Annuity, ARF or taxed cash.

We go through your objectives, discuss any shortfall in what you may have against what you need and plan the most tax efficient way of bridging that shortfall.

We will assist you with your investment decisions to ensure that your pension funds are invested in the right asset classes and that you are happy and fully understand the level of risk involved.

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