Retirement Planning and Pension Transfer Advice
My Future
From moving home to retiring, large tax, estate, and insurance bills can hit you during the transition. FOL Wealth Retirement Planning helps you make the right financial choice to support your life ambitions.
We will guide you through the tax-relief available and other retirement savings options, helping formulate a budget and helping you set yourself up for a comfortable, money-worry free retirement.Retirement Planning
Whatever your hopes and dreams are, retirement is one of the most significant landmarks in your life. Make sure you have enough money to live the life you want.
At FOL Wealth we work with you to develop, review and suggest different retirement strategies, while helping you evaluate income producing strategies and initiate the move of your current portfolio to possibly more conservative options.
The younger you start planning, the more you can benefit from long-term retirement returns.
Retirement Planning Advice
Pension Transfer Advice
Over time, managing multiple pension plans from previous employers or ones you opened yourself can become confusing. Consolidating your pensions into a single new plan through a transfer makes it easier to track your policies and balances. Our Pension transfer specialist ensure you receive best advice.
Consolidating all of your pensions into one plan provides a clearer picture of your total retirement savings, allowing you to better estimate your potential income in retirement whether you fully stop working or simply reduce your hours. Benefits of combing your pension plans are, clearer retirement planning, more value, clearer online management, and simpler flexible retirement options.
Our process of Pension Transfer Advice
- Factfind, Goal Setting, Illustration
- Retirement modelling, Cashflow Modelling.
- Fund recommendation, Risk profiling. Capacity for loss review.
- Platform suitability examination (Aviva, Standard life, Royal London etc)
- Research Report on your existing position.
- Pension Transfer -writes to your existing providers.
- Due Diligence on Transfers – assess suitability of new provider.
- Report – Suitability letter.
- Regulated Advice gives you extra protection.
Contact FOL Wealth Pension Transfer specialist via email advice@folwealth.com
