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Pensions & Retirement Planning
“Making sure you have the retirement you deserve” – The SBA Philosophy
Building and Boosting your Pension Fund
Building and boosting your pension fund is important to clients of working age, who want to ensure their hard work pays off and they get the biggest Pension they possibly can. At SBA we review all aspects of your pension planning, including:
- Charges
- Investment Performance
- Tax Status
Getting these three key elements right can increase your pension fund by thousands of pounds. Of course, getting any of them wrong can cost you thousands of pounds.
At SBA, we can also set-up Personal Pension Schemes, Stakeholder Pensions, Group Pension Schemes, as well as SIPP’s and SASS’s for clients looking for more diverse investment opportunities.
Taking your Benefits and Maximising your Income in Retirement
The next area of Pension Planning is ensuring that when you decide to take your benefits, you are fully aware of all the different options available to you. There is a vast range of choices these days and if you make the wrong choice now, you may have to live with the consequences for the rest of your life. Even if the traditional Annuity is definitely the route for you, it is important to seek the advice of an independent professional advisor. At an Initial Consultation, our advisors will establish with you:
- Whether an Annuity Purchase or Unsecured Pension Income is the right way for you to take your Pension Benefits.
- Which company will offer you the best Annuity Rate or Unsecured Pension Contract?
- Should you take your Maximum Tax Free Cash now or do you need Phased Retirement?
- What benefits will you be entitled to from the State, to help supplement your income?
To book your free Initial Consultation please call us on 02392 325720 or use the Contact Form.
© SBA Financial Limited 2008
Registered in England and Wales 5669998, 1a Highbury Buildings, Portsmouth Road, Cosham, Portsmouth. PO6 2SN | Tel: 023 9232 5720 | Fax: 023 9232 5559 | E-mail: enquiries@sba-financial.co.uk Registered Office: Wellesley House, 204 London Road, Waterlooville, Hampshire. PO7 7AN. SBA Financial Ltd is authorised and regulated by the Financial Services Authority.
© SBA Solutions Limited: Registered in England and Wales 04940983,Vat Registration No:824532637, 1a Highbury Building, Portsmouth Road, Cosham, Portsmouth. PO6 2SN | Tel: 02392 325720 | Fax 02392 325559 | Registered Office: Wellesley House, 204 London Road, Waterlooville, Hampshire PO7 7AN.