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

Market and Portfolio Update – Quarter to 30/09/2019

Written by Square Mile Investment Services. It is fair to say that it has been a strange summer. The Brexit...

Brexit uncertainties drive down share prices…

August proved both busy and controversial for UK investors, and share prices remained unsettled throughout the...

Life Insurance Explained #1

The first in a series of videos explaining some of the different types of insurance policies available in the...

Talking with… Laura Evans

Laura Evans, Financial Planning Consultant at Prosser Knowles Associates Limited, met with Kay Crooke to chat...

What is protection insurance and why do I need it?

As parents, its easy to get carried away by day to day life but it's important to value what we do in order to...

Bank of Mum and Dad facing poverty in retirement!

With young adults now leaving home later and later, loans or gifts from family to help them get on the propert...

Nine million middle aged employees are “flying blind” into retirement

Recently, pensions firm Aviva conducted research into the understanding of finances in later life amongst empl...

Are you, or someone you, know looking to get on the property ladder?

Are you, or someone you know, wondering how to get on to the property ladder? If so, this video is an essenti...

A crucial task that shouldn’t be put off!

All too often, we approach retirement with the hope of many years ahead of us to enjoy holidays, spend time wi...

What is Protection Insurance?

Day to day life can be so hectic and complex even when we are healthy and financially secure. Time passes us b...

Millennials face potential homelessness in retirement

According to the first government report into what will happen to UK millennials who have been unable to get o...

Moved jobs a lot?

If so, you may well have picked up a number of pension pots along the way. Official figures suggest that, in...

Thinking of releasing equity from your home?

See some of the ways you could use the proceeds when releasing equity from your home....

Quarter 2 (2019) Market Update Video

Quarter 2 (2019) market update provided by Jason Broomer, Head of Investment, from Square Mile Investment Cons...

Gender pay gap strikes again, this time for Women’s pension pots

A report released earlier this month “Facing an unequal future - closing the gender pensions gap” was compiled...