Financial Advice Line

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Pensions in your 60s

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During this decade, you will be making important decisions about how your pension fund produces cash and income in retirement.

These will often be lasting decisions that can have a major impact on your future finances. This is particularly true in the case of annuities, where the options are varied. You may also qualify for a higher annuity rate if you are a smoker or have an illness.

Retirement Choices

Making choices at retirement is about so much more than simply choosing the most competitive annuity rate. You may wish to utilise alternative methods to achieve greater control over your income flexibility in retirement and phase the payment of tax-free cash over several years to reduce income tax bills.

Pension Reviews and Advice

For more information on saving for a pension, a pension review or general retirement planning speak to the independent pension advice team from one our partner firms for a no obligation consultation.

 



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