Retirement planning
Our service is aimed at ensuring clients are provided with a full range of retirement income options. This can involve the use of a ‘platform’ facility offering online access whereby the client has far greater flexibility and control of their pension portfolio.
We can offer the range of Taylor Patterson SIPPs and alternative arrangements offered within the marketplace. It is particularly important to ensure that pension portfolios are reviewed on a regular basis.
There is no compulsion to use the residual fund for either Secured Pension or Drawdown Pension. This offers the potential for capital growth and avoids any further income being liable to higher rate tax.
We offer a comprehensive review service which embraces an ongoing assessment of the client’s tolerance to risk.
