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. 'Retirement options are ever changing, especially in light of the Pensions Reform that came into effect 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. For more information, ring us on 01722 413348 or send us your details via email on info@hartfinancial.co.uk
Address
40 Glenmore Business Park
Telford Road, Salisbury
SP2 7GL
Telephone
01722 413348
Fax
01722 332371
Email
info@hartfinancial.co.uk