Pension freedom
Options available for using your pensions for retirement income
From age 55 you now have greater flexibility and choices with what you’re able to do with some types of pensions. We’ll help you understand some of the main rules which are explained in the following short video.
Tools & Guides
Use our range of calculators, videos and guides to get you thinking about your retirement planning
Pension Consolidation
Pension Consolidation
Pension consolidation may allow you to combine some or all of your defined contribution pensions in one place. Consolidating your pension means fewer statements to keep an eye on, along with fewer and potentially lower management charges.
Financial Planning
Financial Planning
Financial planning is a way of organising your finances that focuses on you, your goals and the outcomes you desire. It is best to have a financial plan developed to match your needs and build a long term forecast of your investments.
Cash Flow Planning
Cash Flow Planning
Nobody knows what the future holds, but we can forecast the possibilities to minimise any surprises. The best way to manage and organise your financial planning and take into consideration all possible outcomes.
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Speak to our retirement experts
Bespoke solutions personal to you
We’ve helped many people prepare for the type of retirement lifestyle they want. Reach out to start a conversation with one of our retirement experts.