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  Wealth Management : retirement planning
 
 
As a population, we are all living longer. With state pensions hardly generous, it is important to plan for retirement as soon as possible.

We advise on the following individual and corporate products:

Individual
  • Stakeholder & personal pension plans
  • SIPPs (self-invested personal pensions)
  • EPPs (executive pension plans)
  • With-profits & unit-linked annuities
  • FSAVCs (free-standing additional voluntary contributions)
  • RAPs (retirement annuity plans / Section 226 policies
  • Section 32 buy-out plans

Corporate
  • Stakeholder regulations & schemes
  • Group personal pensions
  • Occupational schemes
    - SSASs (small self-administered schemes)
    - unapproved schemes (UURBs & FURBs)
  • AVCs (additional voluntary contribution schemes)
  • Advice on winding-up & reconfiguration of existing schemes

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