Pension Advice and Planning

For a long time, individuals have faced warnings that they’re not saving enough for retirement. With more employers now providing workplace pensions*, the picture is starting to improve. Add to that increased flexibility and tax efficiency when pensions come into payment and they become an attractive financial planning tool.

It is still as important as ever to plan for your retirement and understand how you will achieve your desired standard of living in retirement

Thomas Carroll IFA can share our experience and expertise advice in a range of tax efficient retirement planning products, such as workplace pensions, personal and stakeholder pensions and company pension schemes.

For individuals who require specialist retirement planning advice, such as secured loans for property purchase, or access to discretionary fund management, we can recommend a SIPP (Self Invested Personal Pension) or SSAS (Small Self Administered Scheme).  These products can offer a wide range of investment possibilities and have significant flexibility in terms of drawing pension benefits.

We would be delighted to review your current arrangements and provide advice to help you achieve your retirement goals. Whatever the nature of the review, as a Chartered Financial Adviser, you can be assured that we will provide a solution that is based entirely on your needs.

*The value of investments (including property) and the income derived from them may go down as well as up.

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    Established in 1972, Thomas Carroll is a multi discipline risk consultancy covering business and personal insurance, financial services, health, safety and employment law.
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