Pensions Advice

Pensions have received bad press over recent years and many people have overlooked these important savings opportunities.  The reason for the bad press is not the Pension itself, but often the investments that have been held within the pension.  People rarely take the time to review their pensions and it is often your most valuable asset aside from your home.

We recognise the many benefits available when saving with a pension plan. We can advise on the most suitable investments to hold in your plan, whether it makes sense to transfer your pension plan and how much you may need to contribute to meet your retirement goals.

Small business owners can benefit from the flexibility of holding commercial property in the tax advantaged environment of a pension and also gain tax relief on their contributions.

We can advise on all areas of pensions including:

• Final Salary Schemes
• SIPPS / SSAS /Personal and Stakeholder schemes
• Pension transfers and switches
• Pension / Investment reviews