Pensions

In April 2006 the Government completed the most radical change in pension legislation the industry can remember. The changes were designed to simplify pensions, making them easier to understand, and easier for the public to save for their future. In reality few people feel they understand their pension arrangements any more now than they did before.

When you reach retirement the size of your funds will depend upon:

How much you pay in
How the funds perform
The charges applied to the funds while you have been investing
When you retire

Getting the right balance of these elements is the key to building a cost effective pension fund for retirement. This is where our expertise can help you in making sure that the balance is right for you.

Many people do not realize they do not have to take the pension offered by their company pension scheme or the pension provider holding your funds at the point you come to retire. You are entitled to take an ‘Open Market’ option and buy your pension from any provider in the market place. Being independent, Condy Mathias Financial Planners can research the best pension available for you to ensure you get the highest possible income in retirement from your pension fund.

Successful pension planning means that you are able to enjoy life today as well as your retirement in the future.

If you have any of the following pension arrangements in place and would like one of our advisers to make sense of them for you or you would like to know what potential income your pension plans may provide you with in the future, then please contact us.

Retirement Annuity Contract
Personal Pension Plan
Company Pension Scheme
Final Salary Scheme
Small Self Administered Scheme (SSAS)
Self Invested Personal Pension (SIPP) Scheme

A review of your existing plans will enable us to guide you through your options and formulate a long term strategy.

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Pensions

Condy Mathias Financial Planners are regulated and authorised by the Financial Conduct Authority (FCA)