PENSION CHECK

Pension Check: Do you know? Have you saved enough?

Pensions and your Options at Retirement

At SewellBrydenGunn, in addition to being a Chartered Financial Planner, your Pensions Specialist & Adviser will hold a recognised advanced pension qualification and will be authorised by the Financial Conduct Authority (FCA) to analyse your existing pensions and retirement schemes and arrangements and, after assessing your current situation, needs and current or future requirements for retirement, will advise you on the options available to you: help you set up a pension plan or scheme if you do not already have one, whether to transfer or switch your pension arrangements to a different arrangement to better match your requirements, whether to take guaranteed benefits (for example by buying an annuity at point of retirement) or to set up a different arrangement whilst retaining control of the funds invested within your pension. Not all advisers are qualified at this level nor are all advisers authorised to advise on transferring your pension.

For a fresh and impartial approach to your advice needs, why not give us a call or email us.

We’d be delighted to have an initial discussion with you to see how our services might be of benefit to you.

 

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