Planning retirement income can be one of life’s challenges.

Years of relative certainty come to an end and it is down to you to plan how savings from pension, or other investments are to be used to meet living expenses and your plans for your retirement years. It can feel daunting.

Save & Invest has been running retirement income seminars since 1985. Not only have we become skilled and experienced at putting investments together to provide regular income, we understand the continually changing rules around investments and pensions and can explain how they might work for you.

Everyone is different - some people have high levels of guaranteed pension income, others will wish to draw from their investments or self-managed pensions. Some people may have no need of immediate income but want to have a plan for the future.  That is why we do not offer off the shelf solutions but use scenario planning and financial modelling to help you build a plan that is suited to you, now, and that we can adapt and change in the years ahead.

Contact us to talk about the challenges and opportunities you are considering.  Our initial consultation is free.

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Retirement income