One of the major issues clients who come to us have is knowing which option is right for them at retirement. It can be daunting for them and they have our sympathies:
- Scheme pension
- Fixed term annuities
- Conventional annuities
When we advise clients, we spend a great deal of time focusing on what is important to them, what really motivates them and what they want to do with their lives. Products are a means to an end and we are not, initially, concerned about this.
Only after a deep discussion will we be able to sift through all of the options out there and come up with a solution that is ‘right’.
Please don’t worry, with the right process and high quality advice, you can find a path that looks and feels right for you.