Retirement & Pension Planning

Retirement & Pension Planning

For some people, retirement can last almost as long as their working lives, having enormous financial implications.

Making a plan for a long and prosperous retirement is very likely to involve investments in pensions (some of the recent legislation in this area making these much more attractive and tax efficient). But there is, of course, much more to retirement planning than pensions and your strategy should encompass all aspects of what is, for most people, the biggest change in their financial circumstances during their adult lives.

The range of such strategies has never been wider and knowing which opportunities to take advantage of, and when, is crucial. A combination of tax benefits and investment options can be selected, with the aim of ensuring that you achieve your retirement goals. The flexibility and control provided by our approach to investment, can yield a distinct advantage, whichever strategy is chosen.

Pensions & Divorce

Unfortunately we are seeing an increasing number of marriages ending in divorce. In many cases one or both partners has significant pension assets that make up a large percentage of the matrimonial assets.

Pension rights can be one of the most complex aspects of a divorce or dissolution settlement. It is imperative that advice is obtained from the various professionals to ensure all angles are covered, including the services of a solicitor and financial adviser.

We have extensive experience in dealing with such matters and in liaising with fellow professionals and their clients.

 

Stay in touch

If you would like to keep up to date with current industry trends or receive details of our product developments, seminars, events and newsletters, just fill in your details below.

News feed

Talking With… John Sprigg

How did you end up working in the financial services industry? As I didn’t know what I wanted to do when I...

Protecting your business

Without the right protection, you could be putting your business at risk Have you protected the future of...

Q3 (2018) Market Update Video

Jason Broomer, Head of Investment at Square Mile Research, provides a Quarter 3 (2018) market update in this v...

Have you reviewed your spending recently?

With Christmas just around the corner and the Budget due to take place on 29th October 2018, it’s the time of...

Market and Portfolio Update – Quarter to 30/09/2018

As we near Brexit day, which occurs at the end of March next year, Theresa May has finally published how the U...

Building New Business Relationships

As part of our ongoing business development plans, Prosser Knowles host two events in the Cheltenham and surro...

Gloucestershire Expansion

Prosser Knowles have had a presence in Gloucestershire for some time now. However, as our client bank has grow...

Making Sense of your Pension Arrangements

Have you reviewed your Pension Arrangements recently? In April 2015, significant pension changes came into eff...

Planning – to achieve your dreams and goals…

In a rare night off from parental duties, my husband and I took ourselves off and talked about all the things...

Twenty Years and Counting – Talking With Kay Crooke

You started working with Prosser Knowles Back in November 1998, what led you to work in the Financial Services...