Retirement Planning
Pensions
Whatever stage of life you are at, we will look at whether your current arrangements are likely to achieve your retirement goals . If not we will recommend actions to take and the likely effect of them.
Our advice takes into account the latest retirement legislation, including the new limits on lifetime allowances. If necessary we will recommend any steps you can take to limit your tax liabilities.
Pensions Review Service
It is essential that you regularly review your existing pension arrangements to ensure that they are up to date. PHFS Wealth Management can review your existing arrangements and will look at the performance of the underlying funds, the charges being levied, and review the projected income at your chosen retirement date. Regular reviews are essential for your pension to provide you with the income that you require in retirement.
