Helping you to Achieve Your Life Goals
Retirement Planning
Retirement means different things to different people. But whatever kind of future you’re looking forward to, and regardless of your current stage of life, you need to plan now to make your retirement as comfortable as possible.
We will start by reviewing your current pension arrangements and goals, and then give you choices appropriate to your needs. Our services include:
Look forward to your retirement with confidence
What are you looking forward to when you retire? Paying off your debts? Putting your feet up? Or setting out on life’s next big adventure? Whatever kind of retirement you desire, it pays to review your plans.
Our service is professional and straightforward. It starts with a review of your current pension arrangements and retirement goals, and then gives you choices appropriate to your needs. Smith Eliot can help with all of the following:
Retirement planning
Carefully-selected solutions to help achieve your goals
Near retirement advice
Helping you make the right choices about how to use your pension fund, including: Uncrystallised funds, pension lump sums, drawdown and annuities
Employee advice
Helping you make the best decisions now to give you the best possible future
Self-employed advice
Specialist advice on an individual pension schemes
The pension advice you receive today can make all the difference tomorrow. You can count on us for help whatever your age is, no matter how far from retirement you are.
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.
Maximising your pension fund
Maximising your pension, taking into account the latest legislation and tax regulations
Self-Invested Pension Plans (SIPPs)
Tax-efficient, flexible pension savings plans
Employer advice
Helping you understand and meet your pension obligations
Trustee advice
Guidance, support and solutions for pension trustees
