Pensions & Retirement

Are you saving enough for your retirement?

It is important that you to consider all the options with regards to your pensions and retirement.  It goes without saying that this should be based on your needs and approach to risk.

Our job, as part of your financial planning process, is to blend the savings options that will give you the most efficient income in retirement.

Will you be able to enjoy the standard of living you would like when you retire?

Arguably planning for retirement is the most important financial decision you will ever make. With increased life expectancy, there is potential to spend almost as many years enjoying retirement as we spend saving for it.

Planning your retirement correctly will provide you with the standard of living you wish for when you stop work. With forward planning you create the reassurance of financial security in later years, rather than the worry of wondering how you will cope.

We all aspire to a comfortable lifestyle in our later years. However, our increased life expectancy means that we need to make extra provision for our retirement.

Looking to discuss your retirement options?

Contact us at hello@hscfinancial.co.uk or on 020 8540 7062 for more information.

pensions and retirement

What are your Retirement Options?

Whether you plan to retire fully, reduce your hours gradually or to carry on working for longer, you can tailor when and how you use your pension. You can decide when you stop saving into it to fit with your retirement plans.

Deciding what to do with your pension savings is an important step we all have to take. The importance of shopping around and taking independent financial advice cannot be underestimated.

Changes introduced in April 2015, give you more choice and flexibility over how and when you can take money from your pension pot. They give you freedom over how you can use your pension pot(s) once you’re 55 or over and have a pension based on how much has been paid into your pot (a defined contribution scheme).

Pension transfers and Drawdown options

In certain circumstances it may be suitable to transfer frozen pension schemes into a lower charging scheme which may save money over the longer term. For people at retirement who do not wish to purchase an annuity there are various ways to draw income directly from your pension scheme, and we will be pleased to provide advice to you on these options.

The individual and group pensions market is an ever-changing world, especially with the introduction of the pension’s freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning.

A pension is a long-term investment. The fund value may fluctuate and can go down, which could have an impact on the level of pension benefits available.

Your pension could be affected by interest rates at the time you take your benefits. The tax implications of pension withdrawals will be based on your individual circumstances, tax legislation and regulation, which are subject to change in the future.