There are two important aspects to pensions planning:
- Choosing the correct type of retirement pension for you.
- Receiving ongoing investment expertise to achieve continual success with your retirement pension fund.
Gordon Tate Associates can arrange pensions in line with your retirement income expectations, monitor progress and manage their return on investment.
Pension options include:
- Personal pensions and
- Self-invested personal pensions
Both types of pensions offer tax-efficient saving for retirement but only expert financial assessment can determine which is best for your circumstances.
We can also advise on state pensions.
Please contact us to find out more.