It can be difficult to decide what to do with regards to retirement and pension planning. We can help you make key decisions on preparing for your retirement, and give you all your options with practical, easily understandable explanations of the financial industry jargon and pensions terminology. Planning for your retirement is not a split-second decision, and we can help you every step of the way; from planning, implementation and finally the lead up to your retirement and beyond.

Planning for Retirement

While this may be very much a future thought, in terms of preparation, we can help you decide on the age you would ideally like to retire at, and the amount of money you would therefore need to make this a reality, while living a comfortable post-retirement life.

We can lay out the options in terms of pension types and your options with regards to maximising savings and taking full advantage of your own tax allowances. With our advice, you can be confident that the decisions you make involve a level of risk with which you are comfortable, and that the advice we have provided you with is full, informed and completely understandable.

PTC Financial Advice can also assist with:

  • Reviewing existing retirement plans and identifying any saving gaps
  • How to boost your pension
  • The advantages and disadvantages of drawing down pensions, and whether a flexi-access drawdown could benefit your circumstances
  • Annuities
  • Self Invested Personal Pensions (SIPP) and Small Self Administered Schemes (SSAS)

Contact Us

[contact-form-7 id="5" title="Contact form 1"]
© 2019 PTC Financial Advice ltd