After you reach age 55 we can help you to take an income in a way that suits your requirements while making the most of your various tax allowances. This could include taking pension lump sums, buying an annuity, selling parts of your investment portfolio and taking income from ISAs, dividends and cash savings. We can also show you how long your money should last and how much you can afford to spend each year.
In 2015 the Government changed the way you can access your pension. You now have total freedom over your money, with many different options for taking an income. In this guide we look at the available options and run through what you should consider before making any decisions.
We can help with: