Deciding when and how to retire doesn’t have to be stressful. You have worked and saved hard over many years and want to make sure that your pensions, savings, investments, and assets work for you in the most tax-efficient and productive way in retirement. We work with you to design and implement a personalised retirement strategy that aligns with your needs and values. Every option is modelled and stress-tested using our cash flow modelling tools so that you have the best chance of facing life’s next adventure with financial peace of mind.
A pension is a long-term investment not normally accessible until 55 (57 from April 2028). Your capital is at risk. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available.
