At Retirement

Home Services For Individuals At Retirement

Your retirement matters

With so many products now on the market it can be confusing and difficult to make decisions around your pension. Combine this with years of different governments changing the system and you’ll find that understanding the complexities of your pension can be hard. In fact, we believe it has become far more complex than it really should be.

Premier Wealth Planning is able to design a service that can assist individuals participating in Defined Contribution or Defined Benefit schemes make the right decisions at retirement.

We can assist on issues such as:

  • Whether to take tax free cash,
  • Exchanging increasing pensions for a higher, but non-increasing pension,
  • Whether to move into Flexi-Access Drawdown,
  • Consideration of Uncrystalised Funds Pension Lump Sum.

All of these options form part of the increasing number of common decisions to consider at retirement.

Premier can tailor a service that blends both high quality communication for individuals, educating them on the “dos and don’ts” of retirement, through to a full advisory service.

Backed up by forward thinking interactive web-based solutions, a pension-qualified helpline team; and a support network of highly qualified independent financial advisers, Premier can assist individuals to make the right decisions at retirement.

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