We can help you understand and plan for your income needs in retirement. Reviewing pension benefits and funds accumulated to date is as important as choosing the right plan for the future.

In 2006, The Pensions Act consolidated the rules governing all types of pension arrangements. We can advise on the opportunities and implications for your existing or proposed pension arrangements as a result of the legislative changes. Our review would examine possibilities such as:

  • taking 25% of all pension funds as a tax-free cash lump sum
  • paying 100% of earnings as a contribution
  • leaving your pension fund to the family upon death

We advise both private clients and SME’s on group pension schemes


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