Pensions
Whether you are on the way to retiring, just about to retire or already retired, the complex world of pensions is going to be relevant to you. We can help you by demystifying the complexity and giving you effective solutions to your needs in this area.
AGILITY is a firm that understands pensions, so you can be a 40-year old with existing pensions that you aren’t sure how they are performing, a 62 year-old who is on the cusp of retiring and don’t know which retirement income option is best for you or a 71 year-old with a drawdown pension who needs some help with managing this through the next stage of retirement.
Whatever leg of the pension journey you are on, we can help.
Here are some further details of the common pension areas we tackle:
Pension drawdown
Having done the 'hard' job of saving throughout your working life to build a large enough pension pot, you might be wondering "how and when should I draw from my pension funds?"
Since the pension freedoms changes in 2015, you have more options at retirement than ever before. Although generally more choice is a good thing, it is important not to stumble into the wrong choice- some choices are irreversible and others just plain 'taxing'!
To learn more about pension freedoms view our video “Pension Freedom” on our videos & brochures page.
Saving into a pension
If you need to save into a pension to build your retirement pot, then there is a very important aspect you may not have considered. Your eventual pot size can vary by literally tens of thousands of pounds by how you arrange for your pension funds to be allocated and managed. To learn more about this view our video “How to Optimise your Pension” on our videos & brochures page.
There are so many aspects of pensions, many more than we cover above, so if you have any need for help with anything related to pensions, then simply use our contact form to get in touch.