Plan for retirement

How much do you need to save?

Pensions remain one of the most tax-efficient ways of investing for retirement. But how much and for how long should you invest? More importantly, what level of income will you need in retirement?

As well as pension pots, many clients will build up additional cash savings and investment portfolios to complement their retirement income.

In order to plan for your future, talk to one of our experienced advisers about investing in either a personal pension or a self-invested personal pension (SIPP). We can review any existing personal and occupational schemes you might have, as well as other assets, and advise on strategies to help you reach your retirement goals.

Our wealth managers are on hand to help you navigate the complex pensions environment. We will take the time to regularly review what retirement looks like for you and make recommendations where necessary to give you confidence that your arrangements have capacity to fulfil your individual needs.

For more information about our wealth management services, simply complete our enquiry form, send us an email or call our Cambridge office on 01223 720208 or our Norwich office on 01603 692732.

In accordance with current legislation, you will be unable to access your pension before age 55 in most circumstances. Please note that, as with any investment, your money is at risk. The value of your investments can go down as well as up and you may receive back less than you invest.

Please note that the maximum you can normally contribute to pension plans in one year is £40,000 gross, including employer contributions. However, this figure can be affected by other factors.

We take the time to understand your underlying objectives and help you reach your financial goals
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