Pensions & Retirement Planning

A pension is simply a way of saving for your retirement. Pensions have one very important advantage - they're incentivised by the taxman.  In fact, the taxman is very generous when it comes to pensions, adding to your pension pot every time you pay money into it.

 

No matter where you find yourself in the stages of life, it is important that you have a plan - we can help identify the most suitable ways to fund retirement and how to make the most out of your savings when it's time put your feet up!!

 

 


Its not too early or too late to start !!

 

Whether you’re looking to start a pension, review an existing plan or have pension requirements for employees, we can help you make the most of your retirement options.

 

Typical products that you may recognise in this area of advice include:

  • Personal Pensions
  • Stakeholder Pensions
  • SIPPs
  • Pension Transfers
  • ISA’s

 

We will also provide ongoing support and regular reviews of your plans to ensure that they remain suitable and the right balance of investment vs. risk is achieved.

 

We do this to give you the best possible chance of reaching your retirement goals!!

 

 


When was the last time you reviewed you pension?

 

 

Its not too late - act now and contact one of our expert advisors to find out more today on 01295 724188 or email info@cswealth.co.uk