Pension advice

Pensions offer an unrivalled opportunity to save for your old age, with HMRC providing tax relief on contributions.

The value of pensions and the income they produce can fall as well as rise.
You may get back less than you invested.

Income in Retirement - previously known as Pensions

Modern pension planning is about strategies to build funds to provide income in retirement. There are many opportunities for accumulating funds to support yourself, and your dependents, in your old age. Talk to us to discuss both your existing plans and future strategies, how to maximise them, and what allowances are available to you for utilisation.

Whilst we have access to the major pension providers what is important is where your money is held, how it is treated for taxation, what costs are involved and how easy it is to access in a tax efficient manner.

Tax efficiency is especially important following the UK governments move to give pension plan holders more freedom to access their pension funds. An exciting opportunity for those of you that qualify but this freedom comes with many potential pitfalls so accessing your funds requires meticulous and sensible planning.

To help you avoid the many pitfalls of Income in Retirement our qualified and experienced advisers will:

  • Review existing pension arrangements.
  • provide guidance on pre-retirement planning.
  • Give advice and support for those wanting to access their funds.
  • Review post-retirement objectives and strategies.

Tax treatment varies according to individual circumstances and is subject to change.

Money Advice service - Blueprint are a member of the Retirement adviser directory Blueprint South West are a member of thePension Advisory Service

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