Pensions and Retirement Frequently Asked Questions

Why do I need advice?

Answer

Getting advice on your pension could see you significantly better off. By taking advice on your pension, you will be able to:

  • Get the best option or combination of options for your needs. Since the pension reforms, you now have more options than ever before on how to use your pension savings in retirement. Speaking to an adviser will help you understand the choices available and find the right one for you.
  • Maximise your pension savings. If some of your pension savings remain invested, a pension specialist will be able to manage the investment to maximise its growth at a risk level you are comfortable with.
  • Regularly review your retirement to keep you on track. Annual reviews will help you track investment performance and make changes to risk levels, allowing your funds the opportunity to grow.

On top of all this, one of our friendly advisers will get to know you and find out what you want your retirement to look like, and shape your options to help you meet your goals and enjoy a safe, secure retirement.

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