The prospect of retirement can often seem a long way off, however, the sooner you begin to make provision the greater chance you have of building a retirement portfolio that will deliver the kind of lifestyle you desire in later life.
Free Factsheet Downloads
There are two main changes affecting how BDA members can use or contribute into their pensions; pension freedom and the Government’s new plans to taper annual allowances.
We have two free factsheets available to download on these subjects. Each factsheet details what the changes are and how they could affect BDA members.
The basics to retirement planning
Planning for retirement can mean so much more than just arranging a pension, which is why it is important to discuss your objectives and options with an Independent Financial Adviser.
Together you can identify what you want to achieve and then actively plan a course of action that will help you achieve those objectives.
Retirement planning can take into account all sorts of factors, such as:
- What are your objectives?
- How much income can you allocate to your retirement provision?
- What tools do you want to use to achieve your objectives?
- What is your attitude to risk?
- What are the tax implications?
Remember that plans and objectives constantly evolve and therefore it is important to regularly review your retirement planning to ensure you remain on course.
If you would like to discuss your requirements with one of our Independent Financial Advisers then please complete the enquiry form and we will contact you to assess your circumstances, review the market place and then present options for you to consider. Alternatively you can contact us on 01823 250 750.
Please note that when discussing or reviewing your financial situation we will need to conduct a fact find in order to fully understand your goals and objectives. This will provide us with the necessary information upon which to base any recommendations and ensure they meet your objectives and wider financial planning needs.
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