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Pensions

Do you need to review your retirement options?
Are you confident you have the right plan in
place for your retirement?

A pension is a tax efficient way of saving for your retirement to enable you to support yourself financially when you retire. It is a tax efficient 'wrapper' used to secure an income for you when you stop working and reach retirement age. Pensions can be very complicated, so it is sensible to consider all of the options available to you when pension planning. It's never too early to start saving for your retirement to ensure that you have the lifestyle you want.

We can help you tailor your finances and investments to plan for a fruitful retirement, with less stress and worry. There are many types of pension scheme, here are just a few of the main areas in which we offer pension advice:

Personal pensions
Stakeholder pensions
Self-invested personal pensions
Group personal pensions
Drawdown
Annuities

A pension is a long term investment. Once money is paid into a pension it cannot usually be withdrawn until age 57. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefit available. It is always best to seek independent financial advice when considering a pension or planning for your retirement. For further information or advice please contact us on 01793 852024 or email us.

If you are interested in mortgages, protection or equity release please click here to go to Carter Moore LLP.







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19 Old Court
Royal Wootton Bassett
Wiltshire
SN4 8QY

T: 01793 852024
E: enquiries@cartermoore.co.uk

Carter Moore Financial Advice & Wealth Management Ltd Registered Company Number: 8441390

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