Pension Planning
How does my pension work? What are the different types of pensions available in the UK? How much should I contribute to my pension?
Planning for retirement is a challenge! There is a lot to consider and we can provide answers to all of your pension-related questions.
Maybe you’re just starting to build up your retirement fund or have various plans spread across different providers and therefore not sure what your pension pots may provide in your retirement, or even if you can combine various pension pots.
At BRI Wealth Management, our aim is to ensure that you, as our client, reach your longer-term objectives and financial aspirations, whether you’re looking to retire soon or want to be prepared and start planning early. We can create a bespoke and flexible plan to help you achieve the lifestyle you desire. For some, this might be buying a holiday home or for others, enjoying a comfortable retirement.
There are various retirement plans available which may be suitable for your clients
- Simplified and low-cost Stakeholder Pension and Personal Pension Plan
- Self Invested Personal Pension (SIPP) with more investment flexibility and investment options
- Small Self-Administered Scheme (SSAS) suitable for business owners and family-owned businesses
Looking for Pension Advice?
As specialists in financial planning, we can help you to achieve your goals. Please get in touch with us, you may give us a call or send an email and one of our advisers will come back to you to discuss your query. We can set up a free, no obligation initial meeting to discuss your pension planning and explore the options available to you, depending what stage of life you’re currently in.