Your Retirement Options explained

Friday 5 February, 2016

Read our new guide Your Retirement Options - Freedom & Choice: Before, at and in retirement to make sense of your pension options. 

To help you understand how the new ‘Freedom & Choice in Pensions’ affects you, we have put together a brochure with fact sheets and case studies on the retirement issues you should consider at different stages of your life.

Your Retirement Options – Freedom & Choice: Before, at and in retirement.


Before Retirement – Some way off
Daniel Stansall, Financial Adviser, Barnet reviews what to do if you are some way off retirement

Before Retirement – Almost there
Deb Nolan, Financial Adviser, Leeds reviews considers what to do if you close to retirement

Reaching Retirement – Your choices
Richard Porter, Financial Adviser, St Albans reviews your new choices at retirement

In Retirement – More freedom
Neil Homer, Financial Adviser, Stafford reviews your ‘Freedom & Choices in Pensions’

In Retirement – Taking it easier
Simon Prestcote, Chartered Wealth Manager, Barnet reviews what to do when you want to take it easier in retirement

In Retirement – Later life
Allan Ross, Financial Adviser, Ware reviews how to be financially prepared for later life.                                                       

Richard Porter, Director and Financial Adviser, St Albans said: ‘As some of the pension decisions you make now may not be reversed later, it is important you make the right choices and shape your retirement plans to best meet your individual needs and circumstances.  Each week leading up to the Budget in March we will be adding pension articles to our website to help you make sense of the new pension changes.’

Lonsdale Services operate offices in St Albans, Barnet, Harpenden, Leeds, Stafford, and Ware supporting a variety of wealth management and employee benefit clients across the United Kingdom.

Our Financial Advisers are independent and have passed the Chartered Institute of Insurance (RO8) Pensions Update examination, in order to better qualify them to offer you up to date pension advice.

 

 

 

 

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If you would like a free initial financial planning review, complete the form below, or contact our St Albans, Barnet, Harpenden, Leeds & Bradford, Stafford, Ringwood, Ware, Wimbledon or Chippenham office.

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