Retirement Options

Retirement Options

You have spent your whole working life building up funds to support you after you finish working and now is the time to explore all the various options available to you. Some more complex than others but all ned to be understood as some choices cannot be changed.

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Inheritance

Pension Fund Options

Your pension fund will be one of the primary sources of income that you need to rely on in retirement, however there are a myriad of choices that affect the income you might receive. We take you through the theory behind the main choices and explain the terminology used in this changing market space. Drawdown, Annuities, CDC and Third way products are all included.

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What can I expect to learn?

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Step One

Initial conversation and outline

Step Two

Agreements and subscription

Step Three

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Retirement Options

The Cost of Advice

One of the most common times to take advice from a professional is when looking at your retirement options. There can be some big choices to be made here. Some circumstances are simple but other are not, so we explore the cost of advice and enable you to see if this would benefit your circumstances.

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