Funding retirement
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Funding retirement

piggybankCareful pension planning as part of your overall investment portfolio is part of our overall wealth management strategy. We have extensive knowledge on different strategies from personal pensions to SIPPs and QROPS – as well as the ability and expertise to manage the investments held within the scheme itself.

Starting in 2012 every employer will need to provide a pension for their staff and, with the government facing an ageing population and pension deficit, they are now offering a more favourable environment for pension savers. Anderson Lloyd’s independent financial advisers will help plan your retirement and discuss any of the following:

  • Income drawdown
  • Pension plans
  • Annuity purchase both long term and temporary
  • Self-invested schemes
  • Placing commercial property into your plan
  • Spouse benefit
  • Guaranteed annuities
  • Company pension and NEST
  • QROPS (Offshore pension transfers)

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