Planning for retirement

Retirement is a key milestone, requiring you to manage your investments to get the most out of your pension pot.
Even with the new regulations designed to simplify the rules on funding and taking benefits from pension plans, it remains an overly technical and complicated area. Also, pension rules are prone to changes, with pension policy featuring strongly in party politics and rhetoric.
Our pension experts can explain rules, options and the impact of any changes clearly and succinctly to help you to decide the best route to follow.
Relevant issues to consider:
  • freedom of access;
  • income drawdown;
  • rising retirement age;
  • limits to private pension contributions and total pension accumulation;
  • pension benefits;
  • passing pension funds on death;
  • transferring and consolidating pensions.
For more information, please contact Stephen Humphreys and James Springham.