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Following the recent pension freedom regulations announced by the government, there is a greater choice of how you manage your pension pot at retirement. You are now able to access your pension pot from the age of 55 and can draw out 25 per cent of the total amount tax-free, with the rest taxed at your current rate of income tax.

Additional retirement options could include purchasing an annuity, flexible drawdown on your pension, taking the whole amount as cash or even deferring your pension to allow for continued growth. Understanding how these different options impact your future income requires financial planning.

Our Approach

Our specialist advisers will guide you through the maze of retirement drawdown options and help you to understand how to manage your pension pot throughout your retirement. We will produce a comprehensive financial plan which will manage your income levels in retirement to help you maintain a comfortable life during retirement.

Arrange a free initial no obligation consultation

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Or call on 0117 907 1965


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41 North View,

Westbury Park,

Bristol BS6 7PY

0117 907 1965