RETIREMENT PLANNING AND PENSION TRANSFER
Whether you are retiring or resigning, our team of experts can help you draft the roadmap for an efficient process in both.
Your retirement is a special stage in your life, and carefully planned, can probably be the best years of your life. Transferring your pension on resignation from a job is very important, since it helps you preserve your retirement savings. With new regulations pending for the pension industry, we are already advising our corporate and individual clients to comply through the use of solutions we believe will be acceptable once the new regulations come to play.
Our consultation process can help you:
- Set clear goals for your retirement
- Take control of your existing retirement savings
- Maximise your use of generous tax allowances
- Tailor an investment strategy appropriate to your needs
- Maximise your post-tax income in retirement