RETIREMENT PLANNING
STARTING A NEW PENSION
PENSION SHARING ORDERS
DRAWDOWN PENSION ARRANGEMENTS
ANNUITIES
TAX EFFICIENT INCOME DRAWDOWN
LATER LIFE PLANNING
ASSESSING INVESTMENT RISK
DEFINED BENEFIT PENSION TRANSFERS
INHERITANCE TAX PLANNING
REGULAR REVIEWS
˚REVIEWED YOURS RECENTLY?
Saving for your retirement is not exactly the most exciting thing that you will ever do, but is essential for your future.
The government are trying to encourage people to save for their retirement by introducing Auto Enrolment, but this does not include the self-employed.
They are also allowing people to get full access to pension funds once you reach a certain age and the death benefits on pensions is now massively improved (as long as it is invested in the right type of plan).
How are your pension plans going?
Any idea what it might provide for you in retirement?
Have you got one in place yet or do you have a number of them?
If so, when did you last review it/them?
Do you know what risk you are taking with your pension funds? HIGH or LOW?
Would you like to leave some of your pension fund to your spouse or children?
These are just a few questions, there are lots more! Reviewing your pension plan is essential and so is setting one up if you don’t have one!
Call us on 01202 5205550 or click in BOOK AN APPOINTMENT and we can discuss this with you in a no-obligation initial meeting.
Your Pension Savings – Your future options
Download a useful guide to help you understand your Pension options.
Use our pension calculator below to see how much your pension fund could be worth to you in retirement (this is for illustrative purposes only)
Original Size
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
˚REPUTATION
St Barts Finance has been built on the back of our reputation throughout the areas we cover. With many of our existing clients referring their family and friends to also benefit from our straight forward and professional pension advice service.
We offer a full pension review service and will produce an income forecast for you. This will project (given every scenario possible) exactly what income that you are likely to have in retirement and what you potentially need to save each month/year to achieve what you would like (if there is a shortfall).
It doesn’t matter how many plans you have, we will obtain all the information for you and ensure that we advise you of the best course of action. If this means leaving them where they are – that is exactly what we will advise you to do!
1st -
Call us, or book online
Book an appointment online, or simply call us on 01202 520550 for a chat.
One of our highly qualified Advisers will always be available to speak to you – or meet you face to face at one of our high street offices in Bournemouth or Poole. If more convenient, we can come to you?
2nd -
Receive expert advice
All our Advisers are fully qualified and will guide you through the application process.
We also have the full support of Openwork – one of the largest financial services networks in the UK, to ensure we are always ahead of the game with changes in legislation, products and the industry in general.
3rd -
Ongoing Service
We always make sure that we keep in contact with our clients after providing advice.
We may agree to meet every year, or we may agree to call you when something changes. The main thing is, that you have the correct support going forward. We love speaking to our clients and most of our new business is referred to us by our existing clients.
˚DOWNLOAD OUR PENSION GUIDES
We like to keep our client’s up to date with changes in the industry, new products or subjects we feel may be of interest.
Please find below some useful guides on different areas of pension planning for you.
By downloading one of our guides, you are giving St Barts Finance permission to get in contact you.
FREEDOM
Pension Guide
DEATH BENEFIT
Pension Guide
WORKPLACE
Pension Guide
