Pension Planning

It is our objective at Culverhouse & Co. to seek to add value when you are considering investing for the future. Effective retirement planning can be essential in order to ensure that your retirement goals and objectives are met in a way that is suitable to you when taking into account your individual attitude to risk and timeframe. With this in mind, Culverhouse & Co. could help you in the following areas:

• Establishing your individual attitude to risk
• Ensuring that your current pension investment is suitable for your needs
• Recommending suitable pension portfolios
• Monitoring pension funds
• Recommending suitable investment opportunities
• Analysing defined benefit schemes
• Annuitizing pension policies
• Placing your pension policy into income drawdown

If you feel that we could assist you in any of the above areas or indeed have a query relating to something not mentioned, please feel free to contact us at anytime, we are always happy to help.