Lee Waters - Chief Executive and Financial Planner’s Post

Are you thinking of accessing your pension? Ask yourself these three important questions first: 1. Do you have other savings you could use for income first? 2. How important is it to you to have a guaranteed level of income? 3. What could the tax implications be of taking an income from your pension? We understand that as well as being an exciting time, transitioning into retirement can also be challenging and confusing. Speak to us or read our blog, linked below, to find out more. 👇 https://lnkd.in/dPFwjQds

If you're planning to retire in 2024, you should take these key factors into consideration before touching your pension. 💸 🌟 Your pension may need to last longer than you planned 🌟 You need to take sustainable withdrawals 🌟 The Lifetime Allowance is set to be abolished Paying attention to these important changes could help you ensure you get the most out of your pension so you can enjoy your retirement without worrying about finances. For more information plus some other factors you should consider, read today's blog, linked below. 👇

Is pausing your pension ever the right thing to do? Scaling back on pension savings might seem like an easy fix for short-term challenges, but it can have long-term consequences. https://lnkd.in/exrAjPug

If you're planning to retire in 2024, you should take these key factors into consideration before touching your pension. 💸 🌟 Your pension may need to last longer than you planned 🌟 You need to take sustainable withdrawals 🌟 The Lifetime Allowance is set to be abolished Paying attention to these important changes could help you ensure you get the most out of your pension so you can enjoy your retirement without worrying about finances. For more information plus some other factors you should consider, read today's blog, linked below. 👇

The “4% rule” sounds like a simple way to manage your pension withdrawals. Yet, it could be risky for modern retirees as the assumptions the rule uses may no longer apply. Read our latest blog to find out why you shouldn’t rely on the 4% rule.

Scaling back on pension savings might seem like an easy fix for short-term challenges, but it can have long-term consequences. Read more here: https://lnkd.in/eBpQ93k3

On the face of it, taking a break from paying into your pension can look tempting. After all, pension contributions aren’t mandatory in the UK, and it could be decades before you need to access your pension savings. So, when financial pressures are intense and you’re struggling to meet basic household costs, it is one of your options in the short term but it’s important to know all the facts. While reducing the amount you pay in – or stopping altogether – might make it easier to meet certain short-term needs, it’s a choice that could significantly impact your standard of living later in life, when you have fewer other options open to you. #fundingyourretirement #knowyournumber #cashflowprojections #compoundinterest

Boost your pension pot before tax year-end Making tax-smart decisions in good time for tax-year end can make a real difference to the pension pot you have when you retire: https://lnkd.in/eZfdWysn

Boost your pension pot before tax year-end Making tax-smart decisions in good time for tax-year end can make a real difference to the pension pot you have when you retire: https://lnkd.in/e-972iFM

Boost your pension pot before tax year-end Making tax-smart decisions in good time for tax-year end can make a real difference to the pension pot you have when you retire: https://lnkd.in/eRQ3atnb