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Pensions and retirement planning

Retirement should be something you look forward to after years of hard work and saving. For many people, however, it can be a highly daunting and confusing area.

If you find yourself asking any of the following questions, then contact us, as there’s every chance we can help you to discover the answers.

  • At what age can I retire?
  • Can I afford to retire and what kind of lifestyle can I expect?
  • How much is my personal or company pension worth and what will it pay out?
  • Should I transfer out of my Defined Benefit / Final Salary Scheme?
  • What steps can I take now to improve my income in the future?
  • Can I take more income from a pension I’m receiving?

Our expertise can help you to navigate the financial twists and turns on the road to retirement.

The value of pensions can fall as well as rise and you may not get back the amount you originally invested

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Pavis Financial Management Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 153871 http://www.fca.org.uk/register.

Pavis Financial Management Limited Registered Address: 4 St. Pauls Square, Liverpool, L3 9SJ. Registered in England & Wales, No. 02625986.

Neither Pavis Financial Management Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The value of investments and income from them can fluctuate, and investors might not get back the full amount invested. Past performance is not a guide to future performance. Equity based investments do not afford the same capital security that is afforded with a deposit account.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR www.financial-ombudsman.org.uk

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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