Saving for Retirement
Whether you are approaching retirement or are still a long way off, pension planning should be a priority.
When it comes to financial advice and planning for your retirement the message is clear – it’s never too soon to start.
Put simply, pensions are essentially a highly tax-efficient form of savings. This combined with the changes to the UK pensions industry has made saving into a pension even more attractive than ever before. When you look at it from this perspective, there is little excuse to not have a retirement strategy in place.
Nevertheless, we understand that pensions can be complex and many misjudge how much money they will need during retirement.
Perhaps you already have a wealth management strategy in place and it is not performing as you expected? Or you simply want to review and consolidate your investment portfolio?
If so, Calculis are here to help you make the most of your retirement savings
We are experts in financial advice and pension management. We make it our duty to help clients create, manage and grow their savings. From simple personal pensions, to bespoke SIPPs and SSAS’*, we can work with you to ensure that your investments are performing the way they should be
Whether you plan to retire in the next 5, 10 or 20 years, managed properly, your pension fund could become one of your largest assets in future years.
*Small self-administered scheme