Income In Retirement

The annuity market is a challenging and complex one, with more people needing personal advice with specific investment strategies that respond to the need for income in a bespoke and, often, varied strategy than ever before.

Reducing annuity rates, choice of income options and the ever-changing regulation mean this type of planning is probably one of the most important pieces of work your adviser will do with you. Our advisers’ knowledge and expertise allows you to achieve the flexibility of an income that meets your personal situation, whilst not disadvantaging you in terms of taxation and regulatory issues.

Above all, our overriding concern is that this piece of work has to last you for the rest of your life and as such, it absolutely has to be right.