To make sure your retirement income is sufficent ...
... your best retirement asset is a good plan ...
Within our range of advice our pension review service helps to demystify the process of pension planning,
The starting point is to identify a target: how much 'retirement income' is needed and when.
Because, as we know from Alice in Wonderland, planning
"depends a good deal on where you want to get to".
Once we establish our objective, financially, we can work through the options to get there.
As planners and advisers we can assist you in many ways.
Our Pension Review Service has 5 specific steps.
- Establish a target benefit
- Review the value of existing provision
- Review affordability of current and future funding
- Indicate a funding schedule to meet the target
- Set a review schedule
If you think we might be able to help, we look forward to meeting you.
