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Retirement Planning - Pensions

 

As financial advisers, we will be able to review your pension requirements and steer you through this sometimes complex subject and find the right balance for you, by looking at your retirement savings and your entire financial circumstances together.

There have been significant changes in pension legislation over the last few years. This has given many pension policyholders much more flexibility in terms of the amounts of money they can invest in a pension and the areas that they can invest their money in.


At Active Finance Works we realise that for many people their pension fund can be their largest asset. With increasing reliance on the private sector it is essential that clients receive the very best advice when it comes to their pensions.


The areas that we can currently offer advice on are as follows:-


PRE RETIREMENT OPTIONS

  • Personal Pensions
  • Stakeholder Pensions
  • Personal Pension Transfers
  • Group Pension Schemes
  • Executive Pension Schemes
  • Self Invested Personal Pension Schemes (SIPPS)

As part of our service we will review your existing pension schemes and provide you with a report that will analyse the past performance of your pension funds as well as assessing the charges on your plan plus any other benefits that the plan might offer.


AT RETIREMENT OPTIONS


You've worked hard all of your life and have finally reached retirement. The decisions

that you make at retirement can effect your standard of living for the rest of your life. We can help you to make the right decisions at the time for your future requirements, taking into account the options available under the new Pension Freedom rules.  These include:-


  • Income Drawdown (unsecured pension) - Capped and Flexi-access are available
  • Annuites - The option of Standard, Enhanced or Investment backed.
  • Phased Retirement

We will ensure that the products we recommend to you are the most appropriate for your individual circumstances and that the funds you invest in match your risk profile.


We offer specific multi-asset risk based solutions and for pension funds in excess of £50,000, the option of our own actively managed portfolios.







 

 

Active Finance Works Limited is an appointed representative of In Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.


Registered address: Prospect House  High Street  Hurstpierpoint  BN6 9RQ
Registered in England and Wales number 5289235


This site is directed at UK residents only