|
|
|
 
 |
Personal and Stakeholder PensionsIn order to assess your position and advise you correctly, we will need to understand your history and all existing pension contracts you may have. We will conduct an audit of your present arrangements and assess the level of pension that your present arrangements might expect to provide at retirement. If there is a shortfall between what you want and what you might get we can advise as to how best to invest to aim to provide the extra retirement income.
|
|||
Taking BenefitsFor most people, taking benefits is a simple matter of calculating the total value available, and then taking some as tax free cash and some as income as a pension or annuity At the date of taking benefits the options are to take 25% of the fund as tax-free cash plus an annuity – not a simple decision in itself, as there are many different types – with varying options for both you and your partner/spouse. For those with larger funds available a flexible pension may be more suitable; either pension fund withdrawal, or phased retirement, or possibly a combination of the two. Contact us today
|
||||
Robert Douglas Associates LLP is authorised and regulated by the Financial Services Authority. copyright © 2005 Robert Douglas Associates | sitemap |