Pension Advice

Retirement Planning

Whether you are planning your future retirement or trying to organise your existing pension arrangements for imminent retirement, the choices are rarely straightforward. That’s where Churchill Wealth Management can help.

There are a number of options available for both scenarios and great care needs to be given when considering the benefits, tax implications and affordability of any plan. At Churchill we have highly qualified pension transfer specialists to ensure you are given the best advice no matter what your situation or arrangements.

We work with our clients to design a bespoke pension plan tailored around their individual circumstances and objectives. Our company is built on the strength of our client relationships and we frequently work with our clients for many years.

> FINAL SALARY PENSIONS
Those fortunate enough to be retiring with a final salary scheme often falsely believe that they are obliged to take their benefits in the manner the scheme trustees dictate. The FCA allows a small number of advisers with the correct qualifications to offer further options and as a firm we are proud to be able to say all our advisors carry these qualifications.

> INCOME DRAWDOWN
Income drawdown is a more flexible way of approaching your retirement than the purchase of an annuity. By leaving your funds invested, you allow for growth whilst still taking an income. Given the changes in legislation introduced in April 2015, retirees now have more flexibility regarding not only how they take their income but also how they leave the remaining funds on death to their children.

> ANNUITIES
We are happy to provide comparative quotes to those who may have been offered a specific rate by their provider, or help you understand the circumstances under which an annuity should be considered. Annuities offer a guaranteed income and are usually available from the age of 55 onwards.

> SETTING UP YOUR PENSION
Pension Advice - Pension Planning - CoupleYour pension is likely to provide a large part of your income in later life and, with so many options available, getting pension advice on setting it up and ongoing management is crucial. At Churchill Wealth Management, we’ll help you find the pension most suited to your objectives and ensure you have assistance up to and beyond taking your benefits in later life.

We do not charge for the initial meeting. If you would like to find out more about our services please do not hesitate to contact us.

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Pension Advice Bristol

To book an appointment with our pension advisers, please contact Churchill Wealth Management on 0117 923 7652 or click here to use our contact form »

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