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Financial wellbeing: pension planning and guidance
Pension planning and guidance
It is important to seek advice when it comes to your retirement plan. Whether you are just starting or getting close to retirement. The right advice can make a difference to your future financial planning.
Now you can have a
no-obligation
consultation with a Swann Financial Adviser who can talk through your own personal situation and answer any questions you may have.
The value of a pension 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.
Getting started with your retirement planning
We're living much longer than previous generations. Planning for a long retirement is a greater priority today than ever before. Will your standard workplace pension scheme be enough for you to retire on?
▸ Read more
A full review of your existing retirement plans
As your working and family life evolves over time, it's worth taking a moment to make sure your retirement plans are still on track. Could your pensions be working harder for you? Should you make changes?
▸ Read more
Do you have more than one pension?
As you make your way through your working life, and move from job to job, it's likely that you'll acquire a range of different pension plans. Do you know where all your pensions are and how they're invested?
▸ Read more
Thinking about retiring soon? What are the next steps?
There's a lot to consider. How much income do you need in retirement? Do you need the safety of a fixed income? Do you need a lump sum upon retirement? How much tax-free cash are you entitled to?
▸ Read more
Contact us to have a consultation with a Swann Financial Adviser - with no obligation
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