Analyse your pensions and improve on them
A Pensions review is where we analyse all of your pensions. We find out about their charges, costs, funds, investment performance, options for payment in retirement, exit fees, bonus rates, annuity rates, risk rating and anything else we deem relevant depending upon the existing pension or provider. From this we will be able to advise you as to whether it is suitable for your needs and wishes in retirement. Pensions Review is a vital part of the advice process. There are a great many different types of pensions and the rules surrounding each plan can vary tremendously.
You could have a personal pension, an occupational defined benefit pension (often known as a final salary pension), an AVC (Additional voluntary contribution plan) or a defined contribution pension connected to an existing or previous employer. Whatever your plans are, planning your pension is a crucial element of any retirement plan.
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Advice on your pension plans
Pension rules and regulations change a great deal and it can be very difficult to keep up to date with all of the changes.
A small number of pension plans remain the same, however, Clarity Wealth Limited are extremely knowledgeable when it comes to pensions. We are fully qualified and registered to advise on all types of pensions and can help you understand how we can make the most out of your pension pot and keep you informed of any changes that may affect you and your family.
Whether it is a personal pension or an annuity, an occupational pension scheme, defined benefit or defined contribution, our vast expertise in pension planning allows us to take a thorough look at all of your plans and advise you accordingly to help to fund the retirement you want.
Your pension is generally one of your biggest financial investments and is important that you understand the basics behind what you have. You should ensure it is appropriate for you and will give you the type and level of income that you want in retirement.
With so many choices available, it can be difficult to know what is the best decision in terms of your financial future and your security. Our expert advice throughout your pensions review will help you to make the best decision that is right for you and your family.
We will engage you with your financial plans so that you have a clear picture of what retirement will look like for you.
Book an Introductory Call with Jon