Pensions & Retirement Planning

Many areas of finance merit forward planning and this is no exception. Whether you are just starting your working life or are nearing retirement, Tee Financials team of advisers will work with you to help you find the perfect solution to your unique pension planning requirements.

When approaching retirement, good advice can make a significant difference. 'A' Day (pensions simplification in April 2006) changed many aspects of pensions, and getting good advice is more important than ever. We offer a client focussed approach providing pensions and retirement planning expertise in the following areas:

  • Review of Existing Pension Arrangements
  • Stakeholder Pensions
  • Self Invested Personal Pension (SIPP)
  • Pensions Advice for Companies
  • Pension Sharing on Divorce
  • Alternative Savings Vehicles to Save for Retirement (e.g. ISAs, Unit Trusts, OEICs, Shares)
  • Retirement Planning Options: Income Drawdown, Phased Retirement, Open Market Option Annuity, Impaired Life Annuity/Enhanced Annuity, Investment Annuity, Variable Annuity, Qualifying Recognised Overseas Pension (QROP).