Pension Planning

Are you retiring in the near future or in need of pensions advice?

Investaco offer expertise in Pension Planning from simple Personal Pensions to the more complex structures such as Executive Schemes and Self Invested Pensions. There are a variety of ways of saving for your retirement, we will meet with you and discuss your individual requirements. We will describe how each option works which will help you in deciding which the most appropriate method of saving is.

Things to consider:

  • Are you taking advantage of the tax benefits of paying into a personal pension?
  • Do you have old pension plans from a previous employment?
  • Do you know that you can consolidate them?
  • Do you know you can use your pension to invest in property?

For a guide to the level of pension you can expect from your existing arrangements visit:

http://www.moneymadeclear.fsa.gov.uk/tools/pension_calculator.html

We provide advice on many pension products including:

  • Personal pensions
  • Stakeholder Pensions
  • Pension & divorce
  • Self Invested Personal Pensions (SIPP’s)
  • Small Self Administered Schemes (SSAS’s)
  • Income Drawdown Contracts and Phased Pension Withdrawals for clients looking to take the Tax-Free cash whilst keeping funds invested (USP & ASP)
  • Annuities

 

For more information, please contact us