Pension
This is a major element of our work. It is essential that pensions are managed effectively in order to give clients a desirable quality of life in later years. Essentially a pension is an investment , albeit within a specific framework demarcated by legislation and tax law. A pension should be viewed in harmony with your investment portfolio with the overall focus being on wealth management.
We offer advice on the following:
- Personal pension
- The transfer of existing pensions to a more suitable provider (excluding occupational schemes)
- Group personal pensions administered by company’s
- SIPP’s (self invested pension plans)
- Annuity purchase
- Income drawdown
Our Performance
Our investment strategies have created real value for clients. View our investment performance by clicking the graph below
esmartmoney
Our bi-monthly Smart Money magazine details ideas for Pensions, Investments, Protection and Business Planning.
Tactical Planning
Are you Contracted Out of the State Second Pension?
Feb
03
2012
From 6 April 2012, those with Personal Pensions, Stakeholder Pensions or Occupational Money Purchase (Defined Contribution) Pensions, will no longer... Read more
Could you and your family survive if you were unable to work?
Jan
27
2012
More than half of UK workers would be unable to survive for more than three months without work.... Read more
Jan
20
2012
The end of the tax year on 5 April is fast approaching! With rumours of further tax increases to be... Read more
