Retirement planning
Start shaping the future you want by speaking to a financial planning expert.
The earlier you start thinking about the lifestyle you want to enjoy once you finish work, the earlier you can start taking steps to achieve it. Financial freedom is something we all want from retirement, but it requires consideration and planning many years before we reach retirement age. The earlier in life you start contributing to a pension, the longer the money will have to work for you. Once you reach retirement, there are many options available in terms of how you can access the money.
Whether you are about to start saving into a pension, or you are approaching retirement, we will help you find the best retirement solution.
The Alan Boswell Group Difference
Our experienced advisers will take the time to get to know you, getting a full picture of your current situation and your financial goals. We’ll explain your options clearly with no technical jargon, making sure we understand which solution suits you best and ensuring that you get the most from your retirement savings.
Planning for your retirement
Fact finding
We’ll meet you at a time and place that’s convenient for you, and undertake a ‘fact finding’ exercise to get a full picture of your current situation and your financial objectives.
Your lifestyle
Our advisers take the time to get to know you and your plans for retirement, making sure we understand which option suits you the best and ensure that you get the most from your retirement.
Regular review
Once we agree a solution we’ll put the plan in place. If you wish, we can continue to review your retirement plan on a regular basis.
Personal pensions
Retirement income options
Get in touch
To find out more, ask a question, or make an appointment to speak to one of our advisers, please get in touch.
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