Retirement Options

You have many choices when you retire and many ways to fund for your retirement. We aim to give you full access to all of the options. The Retirement options are ever changing, especially with the forthcoming Pensions Reform due for implementation in April 2006.

BUILDING A RETIREMENT FUND

Your current or existing plans may include some of the following; if they do not maybe we can show you how:

  • Investment Properties
  • Foreign Investment Properties
  • Personal Pensions
  • Commercial Properties
  • Company Pensions
  • Stakeholder Pensions
  • ISA
  • Investments Offshore or Onshore
  • Your company

If you have funds in existing pensions then the Hart Pension Performance programme may be right for you. In any event you need to be aware of your options. When you are funding for retirement we will review your situation and select the strategy that suits your circumstances.

LOOKING TO RETIRE

When you intend to retire it is also important to know your options, some of the questions we will ask are:-

  • Do you intend to stop working immediately?
  • Do you want to phase in your retirement income?
  • What level of Tax do you expect to pay?
  • Are you in good health?
  • Have you any dependants?
  • Do you want any risk attached to your income?
  • Do you need a Tax-Free Lump Sum?
  • Do you want generation planning for your retirement funds?

If you are looking to retire or want to build a retirement fund then contact us to find out YOUR Retirement options.