Pensions

"What do you want to do when you retire?"

Retirement may seem some time away, or it may be happening in the not too distant future. Whichever category you fall into, it is likely that you would benefit from a retirement planning review.

Many people of working age in the UK today have made little or no provision for their retirement. With people living longer, and the cost of living rising all the time, this begs the question:- “How are you going to be able to afford to retire?”

If you already have a pension provision in place, when was the last time you reviewed it's progress? Are you investing in funds that suit your current Attitude to Risk? If you have not had your pension provision reviewed within the last 12 months, then perhaps you should consider doing so.

Compass Personal Finance can assist you with your retirment planning, whether you are planning on paying into a pension fund for the first time, or you have been doing so for years.

We will discuss your aims and plans for your retirement with you, assess any provision you may have in place, and let you know whether you are on track to meet your plans, or whether you need to take action now.

Please contact us today to arrange your review – there is no charge for a review, and no obligation on your part to proceed with any recommendations we may make.

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The Financial Services Authority does not regulate taxation, tax planning or trust advice. Levels and bases of, and reliefs from, tax are subject to change.

Compass Personal Finance is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Services Authority. Openwork Limited is entered on the FSA register (http://www.fsa.gov.uk/register/home.do) FSA Registration No: 408285

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