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A Happy Retirement with Independent Financial Advice...
Your retirement should be one of the most rewarding and relaxing stages of your life - a time to enjoy yourself after years of hard work. It should be a time you can look forward to doing the things you’ve always dreamed about. Not a time of uncertainty and worry.
Retirement planning is the process of arranging your finances so that you are in a position to achieve your financial and personal goals at retirement. Many people who invest their hard-earned money in a pension plan are frustrated and confused by its performance and concerned that it will not generate enough income to fund their retirement goals.
Do you need advice on retirement planning?
If you consider that you might be enjoying around one third of your life in retirement, perhaps 20-30 years, you can start to understand how important having an effective retirement plan is.
By creating, regularly reviewing and updating your retirement plan you increase your chances of enjoying financial security in retirement. Of utmost importance is maximising the returns on your investments as well as making the most of any social security entitlements.
Simplified Pension Rules
Since 6th April 2006 (A-Day), the government introduced a new, simplified set of pension rules to make life easier for those saving towards their retirement.
The new rules mean it is easier to begin working out how much you need to be saving for your retirement. In addition people saving for their future retirement are given much more freedom in how they take their pension benefits.
However, with all the new flexibility come new questions for those looking to plan their long term future. For this reason it is important to discuss how your retirement needs are best served with an Independent Financial Adviser.
Am I saving enough?
Am I maximising my retirement income?
How can I improve my pension performance?
How can I reduce my pension charges?
How do I get the best pension for my needs?
Find out during a free initial consultation with an Independent Financial Adviser.
Click here to find out how Matthew Morton & Co fared in a recent mystery shopper survey of financial advisers in the local area:
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Whether you are just starting to plan for retirement, are approaching retirement or you have retired, independent financial advice will give you confidence now and for your future. Just contact us on Tel: 0118 9503870 to make an appointment. Alternatively you can email us at advice@matthewmorton.co.uk
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