Options in Retirement

sailboat sailing into sunsetFor most people, their financial aims and objectives shift significantly when they reach retirement. This is usually due to a reduced income as a result of giving up work and often creates a need to draw income from pensions and investments.

Individuals often become more risk averse with their investments in retirement, although many recognise the need to take some risk to achieve an appropriate level of return. We can help you decide on how best to strike this balance.

Our advisers will be happy to guide you through the options available to you in retirement, providing advice on the most tax efficient means of achieving your goals. We are always happy to hold joint meetings with friends or family members if you would prefer to do so.

We can advise you on the following options in retirement:

Past performance is not a reliable indicator  of future returns. You should be aware that the value of an investment can fall as well as rise and that investors may not get back the amount they invested. 

'Equity release' refers to lifetime mortgages and home reversion schemes. To help to understand the features and risks you should ask for a personalised illustration and be sure that the scheme meets your needs. Equity release schemes can affect your ability to sell your property, pass it on as an inheritance, and entitlement to State benefits. Always seek specialised independent financial and legal advice.

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Chartered Financial Planners Image (Transparent Background)Address: Sir Peter Thompson House, 25 Market Close, Poole, BH15 1NE | Tel: 01202 673456 | Fax: 01202 672122


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'The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk .'
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