Pension legislation changes regularly, making it essential to keep on top of these developments and make appropriate changes when required. It is a little surprising, therefore, that what may represent someone's single most valuable asset is often not reviewed as frequently as their other investments.
Most customers' pension plans fall into 4 main categories:-
- STATE RETIREMENT PENSION
- COMPANY PENSION SCHEMES
- PERSONAL PENSIONS
- STAKEHOLDER PENSIONS
Legislative changes introduced in April 2006 attempted to simplify the rules that apply to these pensions schemes. However, professional financial advice is still essential in assisting with long term plans.
Our experienced advisers have a rounded knowledge of pensions and pension legislation and can assess your circumstances through research and planning to identify the most suitable way forward.
Contact us today for a free initial consultation on these areas.