Whether you have not yet started saving for retirement or already have a pension, our experience in this field and comprehensive research of the market will ensure that you make the best choices about your future. We can review any existing pension arrangements you may already have to assess whether these are performing well and consolidate where required.
For those approaching retirement we are able to produce a cash flow model to help understand what your retirement may look like both now and in the future. We are able to help you consider your options whether that be an annuity or entering flexible drawdown should you wish to have an income from your pension scheme as part of your retirement planning. We consider along the way your key objectives such as death benefits, guaranteed income or flexibility amongst others. The service we offer means that we also regularly review your investments for you. Just some of the areas we address are Personal Pensions, Stakeholder Pensions, Group Pensions, SIPPS and Flexible Income Withdrawal.
“The key to retirement is understanding the true value of your assets and efficiently utilising these to meet your requirements through tax wrappers, timing and investing.”
Chris Sheppard, Endeavour Financial Planning
We would be delighted to help you with your pension and retirement planning.
Risk Warning
A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
