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Pensions and Retirement

We have in-house defined contribution (money purchase) and defined benefit (final salary) expertise, enabling us to understand all possible retirement options and to recommend those which best suit your needs.

Pre-retirement

Your retirement should be comfortable, justifying the efforts of your working life.

We will typically review your various pension policies, considering how well these meet your retirement objectives and to identify any shortfalls or any changes we consider appropriate.

At retirement

We use various planning and modelling techniques to help determine the optimum, most tax efficient way to meet your retirement income needs.

Assisting you as to how best to withdraw funds and from which tax wrappers (including pension and non pension resources), safe withdrawal rates and even in the assessment of a final salary pension versus a drawdown contract to meet your needs.

 

Prime Wealth helped me to understand the difficult concept of choosing between my final salary or drawdown pension. With their help I knew I had made the right decision"

Prime Wealth Planning Limited is an appointed representative of Best Practice IFA Group Ltd, which is authorised and regulated by the Financial Conduct Authority. Registered Office: 5 Argosy Court, Scimitar Way, Whitley Business Park, Coventry, CV3 4GA. Registered in England and Wales No. 8003140. A list of Directors is available at the Registered Office. The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. Prime Wealth Planning Limited is entered on the FCA register (https://register.fca.org.uk/) under reference 586270. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.