Pensions and Retirement Planning

We advise clients and arrange the setting up of the most appropriate type of pension plan for them:

Personal pension for those who want a straightforward plan.

Self invested personal pension (Sipp) for those who wish to make their own investment decisions.

Auto enrolment - a workplace programme with compulsory contributions for employers and employees.

We can then advise clients on the options available to them upon retiring, for example:

An annuity to provide a guaranteed income for life or a defined period in exchange for a pension fund.

Drawdown a more flexible arrangement for income and capital growth potential where the pension funds remain invested


Download Guide to Pension Freedoms
May 2015