The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested

Retirement planning is crucial for all of our clients. In order for clients to retire comfortably and maintain their standard of living, it is essential that their options are regularly analysed and reviewed.

To achieve meaningful retirement income our clients need advice of the highest quality.We are able to advise on a wide range of pension matters including :

  • State Benefits
  • Company Pension Schemes
  • Self Invested Personal Contributions
  • Transfer Schemes
  • Personal Schemes
  • Stakeholder Pensions
  • Executive Pension Schemes
  • Annuity Service

Our retirement planning service helps our clients understand their projected income in retirement in addition to offering advice on how to overcome any potential shortfalls. Our service is tailored to fit your individual needs which include state pension entitlement and any existing or preserved pensions. Many of our clients also receive advice from us when they are about to enter into retirement with complex advice around how best to structure their income in retirement with such products as pension drawdown and annuities.

The announcement made by the UK government in 2014 to provide pension plan holders more freedom and access to their pension funds once they have reached 55 creates an exciting opportunity for those that qualify. It also however require meticulous and sensible planning to ensure you avoid the potential pitfalls of crystallising your pension scheme including the potential negative tax position you could be creating. If you are considering this we would recommend seeking advice from one of our qualified and experienced advisers.

Start Your Journey

Start your Journey...


* Required Field

I'm interested in:

The value of pension and investments can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

You are now departing from the regulatory site of JDA Wealth. Neither JDA Wealth nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.