Preparing for Retirement

Facing the future you've been anticipating with confidence

We'll help you prepare for a more fulfilling retirement so that you can focus on other important matters

Whatever you imagined for your life after work whether adventure or even continuing to work, we’ll help you prepare for it, so you can focus on other important matters.

Join the 95% of happy clients and experience the difference today!

Get a quote or unbiased advice

Our Solutions

Income Drawdown

Income Drawdown

Access your pension the way you want it, how you want it.

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Annuity

Annuity

Turning your savings into a secure, guaranteed income for life.

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Pre-retirement Training

Pre-retirement Training

Supporting employees to assertively prepare for life after retirement

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Rule of Thumb Before
Accessing Your Pension

Whether you value guarantee income for life or flexible income the way you want and when you want it, it is essential to consider your option and know what you want before.

Know where you stand
Consider whether your pension savings are enough to meet the lifestyle you want in retirement and a way to generate extra income to complement it.
How about retirement goals?
It’s worth bearing in mind that your retirement goals may change with time as you get older and that you might need help.
Options for accessing your savings
Think about other sources of income, certainty, and any risks you're prepared to take with your money.
Remember Tax
Don’t forget the choices you make may affect taxes you’ll pay on your pension pot and income payments
Seek impartial guidance and advice
It pays to talk to professionals when determining your retirement options.
Look for a quote
Once you have checked all the boxes, get the quote to help you make a decision and bring it to pass.

Age-Related Milestones

Keep these important birthdays in mind as you prepare ahead

50

Early retirement. You can retire and access your savings but this may lead to  substantial tax liabilities.

55 - 60

Normal retirement. You are eligible to leave the workforce and start receiving full retirement benefits.

65

You can access your pension and lump sum payments tax-free.

Need some help?

Making decisions on how you’ll reach your retirement aspirations is important, so it’s worth seeking guidance and advice.
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The true value of employee benefits lies not just in the financial security they provide but in the message they send: We value and support our employees.