Pensions & retirement

Realising your retirement dreams

Retirement plans are very individual – some will realise their long held dreams whilst others will wind down to a quieter life and look to help the next generation.  Whatever your plans, ensuring your pension pot is managed with the goal of meeting your needs, or drawing down an income in the most appropriate manner is critical.

At JM Finn we can review your pension provision and guide you through the complex rules around pensions to help your realise your retirement dreams, or to help you start dreaming.

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Discuss your financial future with an expert at JM Finn

020 7600 1660

How can we help?

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The pension rules are complex and constantly changing. Our planners can guide you through the rules to help you enhance your retirement income and avoid the pitfalls.

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Attractive tax breaks ensure that pensions are still an advantageous way to save for your future. Working with a planner we can help younger investors start saving for their retirement.

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Consolidating existing pension pots might help you boost your pension fund and enhance the options available to you at retirement.  We can conduct a comprehensive review of your current arrangements to ensure they remain fit for purpose.

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If you are now enjoying your retirement you may want advice on the amount of income you are receiving and from what sources. We can review your plans to ensure they are structured appropriately based on your current situation and your requirements for the future.

More information

Whether your existing pension is within an employer-sponsored scheme, a self-directed scheme such as a SIPP (Self-Invested Pension Plan) or a SSAS (Small Self-Administered Scheme), our discretionary services could be appropriate for your pension scheme.

With our focus on providing a personalised approach to managing your portfolio, we can help you ensure your pension arrangements are appropriate for your individual goals.

Wealth Planning Brochure