Pension planning

Anyone setting up or running a company must be able to prioritise their time and resources, which might see pension planning pushed down the agenda. But creating a savings plan could potentially build your most valuable asset, and the investment returns is one way to ensure a secure and comfortable retirement.

It doesn't have to be complicated, and the sooner you invest in a pension the more you will have available to make the most of your retirement.

Carrwood MacIntyre has been providing our clients with financial advice for many years. Their Independent Financial Advisers work with you to understand your requirements and outline your retirement options in plain language - making all the benefits and implications as clear as possible. They'll guide you through the effects both pre- and post-retirement and will ensure you are aware of any legislation that may affect you. Services they can offer include:

  • Options for self investment using Self Invested Personal Pensions (SIPPs), Small Self Administered Schemes (SSASs) and pension consolidation
  • Assisting with an exit strategy if you are close to retirement
  • Post-retirement planning, including long-term care

To read more about our Financial services offering, click here.

Contact us

To discuss pension planning, please contact a Carrwood Maclntyre representative in your local MacIntyre Hudson office or send us an enquiry online.