Pensions Simplified

We have been running Pension and Retirement Planning events for many years and they are always very popular, as most people find them very helpful.

We will explain the different types of pensions and guide you through the pros and cons of each together, including the question of annuities versus income drawdown.

Most of our clients also have questions about maximising their pension contributions and passing their pension on to the next generation tax-efficiently. These areas will also be covered.

The value of a pension with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs depends on individual circumstances.

Please keep an eye on this page for details of our next Pension and Retirement Planning event. 

If you would like to join us at a future event, please call us on 01572 759759 and ask for Hannah to confirm your places.