GLAMIS IFA.
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    • Pensions & Retirement Planning
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Pensions

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Am I saving enough into my pension? What income might I have when I retire? Should I be saving more?
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We can help review your current and previous pension arrangements, answering these questions and as well as:
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  • Establish projected pension benefits.
  • Consider and advise on any possible pension shortfall to meet your future income needs.
  • We evaluate your current investments and potential investment options on performance, risk and suitability.​
  • Help you to avoid paying excessive fees

Retirement Planning

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​Should I consolidate all my pensions before I take benefits? Can I make use of the new Flexi-Access drawdown rules? What are the tax implications?
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We and help you plan your retirement income to make sure you access your benefits in the best way for you. We can:

  • ​Evaluation of your Asset Allocation within your pension and non pension arrangements to ensure they meet your objectives and risk profile.
  • Help and advise on how to generate your required income, by considering all options including: Annuities, Phased Pension, Capped or Flexible Drawdown, ISAs and any other potential income source. 
  • Advice on the withdrawal of your Tax Free Cash Lump Sum from your pension fund.
  • Advantages and disadvantages of consolidating your old pension policies

How long will my pension need to last?

Calculator taken from the UK Office for National Statistics - For illustrative purposes only
Glamis IFA is a trading name of Glamis Ltd. Glamis Ltd is Authorised and Regulated by the Financial Conduct Authority, FCA No. 125405.

Glamis Ltd registered in England, Company No. 1714688 
  • Home
  • About Us
    • The Team
  • Services
    • Savings
    • Investments & Portfolio Management
    • Pensions & Retirement Planning
    • Mortgages
    • Protection
    • Auto Enrolment
  • In the press
  • Testimonials
  • Contact Us