Pension planning is and will be an important part of nearly everyone's retirement needs. At 'Pensions Review for U' we pride ourselves on providing professional pension advice to clients at or near to retirement to discover their options. Other clients may wish to review their exciting personal pension plans to be better placed to provide important future income or capital.
Our advisers will undertake to assess your needs with a 4 stage process.
Our advisers will undertake to assess your needs with a 4 stage process.
Services
We offer advice on a wide range of pension plans within the current defined contribution pension rules. Within the 4 stage strategy our financial planners will provide structured professional advice on these products to assess your present and future needs. Past performance is not a guide to future performance.
Many final salary schemes have either been closed to new members or to all members over recent years, although they are still offered by some, mainly larger, employers. A final salary pension scheme is typically run, on behalf of the employer by the Board of Trustees, who are responsible for all aspects of the scheme.
His salary is 23,000 and he is a business owner on the isle of Anglesey, he is a basic rate tax payer at 20% and has a Personal Pension valued at 97,560. Tom could use all of his entitlement of 25% tax free cash to pay 24,250 off his mortgage then take 12,700 gross (10,160 net) in year 2 leaving a balance of 10,590 in year three.
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