Get ahead with your pension planning
February 16, 2023
Get ahead with your pension planning
We are happily speaking with lots of clients about their pension planning.
A theme for January was people that have large sums in their pension 'pots', either in one pension or across a number of pensions.
They didn't know:
- What that meant for them in terms of income in retirement.
- How that money was invested and if it was performing well.
- What they were being charged within their pensions.
- How they could access their pensions when retirement comes.
These are all things that we can help with. Have you got any questions about your pensions?
It's better to be safe than sorry; always take advice from a professional.
It's crucial that you do.
We understand, it can be daunting, but it doesn't have to be.
Thank you for your lovely review, Janet!
Do you have a rainy day fund?
Pensions don't have to be boring...
Are you ready for the new Tax Year?
Are your pensions in a muddle?
Do you have investments that need reviewing?
We're really excited for the TPFS/HD beach clean!