Post Retirement Planning
- Are you looking to retire or already retired?
- Wondering how you will cope with the drop in income
- Confused by the options available, annuity purchase, income fund withdrawal, tax-free lump sums
- Want to ensure that you make the most of your pension fund and savings
Retiring and making a decision on the most appropriate options with your pension fund and investments is probably the most important decision you will ever make, particularly as your retirement could last longer than your working life. It is therefore crucial that you make the right decision.
Once you have made that decision, in many cases it is irreversible and therefore you need to ensure that you take specialist advice.
Irrespective of your situation you should take independent financial advice to ensure that you have considered all the options that are available to you and in many cases, once the decision is made you should ensure that you have your financial situation reviewed at least on an annual basis.
Milestone Wealth Management are fully qualified to offer advice on all post retirement matters including the options available from Final Salary Pension schemes and Executive Pension Plans, annuity purchase, income drawdown and phased retirement planning.