Pensions
Retirement planning with clear options around contributions, access, risk, income and long-term security.
Alexander House
Pensions
Retirement planning with clear options around contributions, access, risk, income and long-term security.
- Clients approaching retirement
- People with multiple pension pots
- Employers and employees reviewing workplace pension options
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- ✓Healthcare professionals and company directors balancing income, tax and retirement planning
- Whether pensions are on track
- How and when pension income can be accessed
- How to balance income needs with investment risk
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- ✓Whether older pension arrangements still suit current goals
- Workplace pensions
- Personal pension schemes
- Mixed-option pensions
- Pension income planning
- Pension tracing and retirement planning
Review current pension arrangements and retirement goals
Model contribution, access and income options
Build a plan that can be reviewed as markets and circumstances change
Important to understand
A pension is a long-term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
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Estate planning conversations that help families think carefully about tax, trusts, gifts, family protection and long-term wealth transfer.
Investments
Investment advice shaped around risk, reward, time horizons, tax efficiency, inflation and the purpose of your money.
Life Cover
Protection designed to support the people and responsibilities that matter most if the unexpected happens.
Pension consolidationMany clients have several pension pots: old workplace schemes, a personal pension, and sometimes an NHS or defined benefit arrangement. Consolidation can make the plan easier to follow and the charges easier to see.→
It is not automatically the right step. Guaranteed annuity rates, protected tax-free cash, exit penalties and the terms of a defined benefit scheme can be lost if a pot is moved. We compare the existing scheme with the proposed one before recommending a transfer.
A pension is a long-term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
Talk to the team
Speak to Alexander House about your next financial decision.
Email the team, or send a short note through the contact form. We will come back to you with a clear next step.