Pensions
The Pier, Porthcawl
Pensions
The Pier, Porthcawl

Pensions

For most people their retirement will be largely dependent on their pensions. Starting a pension early and taking advantage of the tax reliefs from pensions can greatly increase the amount of funds available in retirement. Many people accumulate pensions from past employers, with many of them having not been reviewed for a long time which means they may no longer suit your requirements.

We can ascertain your retirement goals show you what level of income you could expect in retirement and recommended the most suitable products in order to provide for your retirement.

Future Asset Management are also experienced and qualified pension transfer specialists able to advise on Defined Benefit (Final Salary) pension transfers. This highly technical area of advice should not be taken lightly due to the loss of guaranteed benefits when a Defined Benefit scheme is transferred. With pension flexibilities enquiries in this area have been increasing. We will look at your objectives and goals and analyse the pension scheme to see if they will be better met by your Defined Benefit pension or by way of transfer.

The value of your investments can fall as well as rise and past performance is no indication to future returns.