PENSION AND RETIREMENT PLANNING
Whether your goals are to spend time with your loved ones, see more of the world or perhaps start a new hobby or interest, retirement is a time that most of us look forward to.
Effective pension planning can help translate these goals into reality, ensuring your pension products work hard for you.
We can help. Our team of Pension Specialists ensure they understand your goals and timeframes.
With this understanding, we can assess the performance of your current pension and recommend suitable portfolios and investment opportunities to help you to maximise capital and income from your pension.
Our retirement specialists also regularly monitor the performance of your pension, always considering how it can work better for you. You too can keep an eye on the performance of your pension 24/7 via our online portal.
Assistance can also be provided analysing your current schemes and deciding when and how to take the benefits from your pension.
Remember that the value of investments can go down as well as up.