We are able to offer a full retirement planning service which provides an in depth analysis as to where you currently stand, what your pensions are doing for you and how these relate to your objectives.  Our service will facilitate the following:-

• Assessment of your retirement income
• Review of existing plans looking at investment choice, charges, performance, penalties, any guaranteed growth or annuity terms
• Assessment of your risk profile using sophisticated analytical software and questionnaires
• Confirmation of your objectives and the creation of a personal portfolio and asset allocation profile
• Review of the options available to you.

For those seeking to take retirement benefits we will review the most competitive retirement option for you and look to maximise your pension benefits in line with your objectives, whether you are looking to purchase an annuity, preserve death benefits or maximise your income.