Saving for retirement

There have been many changes to the pension industry in recent years, including to the State Pension and the implementation of Auto Enrolment. The need to save into a pension has never been greater.

One of Birkett Long IFA’s financial planning managers can help you choose the most appropriate pension plan in line with your objectives and attitude to risk, whether you are a business owner and need advice on pensions, or an individual looking to set up a pension, including Self Invested Personal Pensions. We can also review your existing pension arrangements.

Our independent financial advisers can help you and/or your business with the research, planning and implementation of a pension arrangement, including queries with Auto Enrolment.

Some questions you may have are below :

  • Does my pension scheme fully comply with the governments latest regulations?
  • I am a company director – can I get advice with the set up of a workplace pension scheme?
  • When should I start contributing to a pension?
  • How much can I invest in a pension each year?
  • How much pension savings will I need to retain?
  • What are the taxation advantages for saving in a pension?

For assistance or advice on setting up a pension for you or your business, call 01206 217309 for a free initial meeting.

  • Nicola Ward
      • Nicola Ward
      • Associate and Head of Birkett Long IFA LLP
      • 01206 217308
      • View profile
  • Paul Chilver
      • 01206 217614
      • View profile
  • Colin Hyoms
      • 01206 217351
      • View profile
  • Kate Barnett
      • View profile

Seeking independent advice from our independent financial advisers can help you with all aspects of pensions and retirement planning, whether you are just starting to invest in a pension, or are wishing to review your existing personal arrangements to ensure your original objectives are still being met.

What Our Client Say

  • I would like to take this opportunity to thank you most sincerely for the time spent explaining all the options to me, your efficiency and detailed explanations of all matters relating to my pension arrangements. I am very happy with the outcome and extremely pleased I chose you for this service. It has been a pleasure to do business with such a professional individual and you are a credit to your firm.
  • Please thank the team, especially Nicola Ward, who was an amazing support to me through a very difficult time. I am extremely grateful to her for the time she spent "holding my hand". Knowing that there was someone who could answer my questions in terms that I could understand was an immense comfort to me.