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Retirement & Pension Advice

Few aspects of financial planning are as important as pension and retirement planning. However, this is a very complicated subject with many rules and regulations which are constantly changing. So to ensure that you get the best for your retirement you really need independent pension advice.

Whether you’re planning a leisurely retirement, happy to continue working in some capacity, or looking forward to spending more time on your pastimes, it’s important that you have a plan in place so you can achieve all you want.

Our Independent Financial Advisers (IFAs) offer completely impartial pension planning to help you maximise your retirement income using products and providers from the whole of the market.

Do you already have a pension plan but you’re not sure of the details?

You may already have a pension policy – maybe you’ve got more than one. If you’re not completely sure where they’re being invested and how they’re performing, our retirement planning advice can help you look at the full picture. It’s important that you regularly review your retirement plans and the performance of your retirement funds.

Are you thinking about early retirement?

We can help you understand exactly how much you’ll need and what action you’ll need to take now to help you get the retirement you want.

Tax-efficient ways to plan for retirement

Are you making the most of your pension tax allowances? We can advise you on the valuable tax breaks that may be available to you when you put your money into a pension. Even small amounts add up, whether or not you already have a pension.

Remember that tax law and HMRC practice may change from time to time. Your adviser will be able to provide more detail on the current tax position. The value of any tax relief you can get will depend on your individual circumstances.

Contact a financial adviser today on 0800 107 0190 to get completely independent pension and retirement advice.

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Ecclesiastical Insurance Group plc (EIG) Reg No 1718196. Ecclesiastical Insurance Office plc (EIO) Reg No 24869. Ecclesiastical Life Ltd (ELL) Reg No 243111. Ecclesiastical Financial Advisory Services Ltd (EFAS) Reg No 2046087. Ecclesiastical Underwriting Management Ltd (EUML) Reg No 2368571. E.I.O. Trustees Ltd Reg No 941199. EdenTree Investment Management Ltd (EIM) Reg No 2519319. All companies are registered in England at Beaufort House, Brunswick Road, Gloucester GL1 1JZ. EIO and ELL are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Firm Reference Number 113848 (EIO) and 110318 (ELL). EFAS and EIM are authorised and regulated by the Financial Conduct Authority. Firm Reference Number 126123 (EFAS) and 527473 (EIM). EUML is an appointed representative of EIO who is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Firm Reference Number 402228.