Pensions and
retirement planning
Just as bees stockpile honey for winter, effective retirement planning involves building financial reserves for security and comfort in later years.
It’s never too early to plan for a life after work. Perhaps you want to travel, volunteer with a charity or wind down with a part-time role. The world is your oyster.
Figuring out how to fund your perfect retirement can be complex, however. We’re here to take the headache out of securing your future, whether you’re 20 years away from retiring or two.
We conduct a full review of your current arrangements and provide tailored advice to help carefully guide you towards your post-work ambitions. We make sure to address the important questions, such as what’s available to you, what you can afford and how you can have a reliable, sustainable and tax-efficient income to live life to the fullest.
Ultimately, we want to help you make informed choices and have peace of mind that you can retire comfortably. Of course, life can change and priorities can evolve so once your retirement plan is in place, we can regularly review and adjust accordingly to ensure your goals are still met.
Tony has been providing me with sound financial advice for over 15 years. His knowledge and guidance has ensured that I have made the correct financial decisions over the years and I look forward to continuing to work together to maintain and secure my financial future.
Linda Eldridge
Burton upon Trent
July 2024
Pensions
A healthy pension is the cornerstone of a secure retirement, providing you with a reliable income to support your lifestyle once you stop working.
However, navigating the pension landscape can be daunting. We can help provide clarity and direction, whether you’re considering consolidating multiple pensions, transferring to a more suitable scheme, adjusting your investment strategy or can’t decide between an annuity and drawdown pension. We can also devise the most tax-efficient strategy so you get the most out of your pension.
A pension is a long-term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
A.K.M Financial Wealth Limited is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 843234.
Registered office: A.K.M Financial Wealth Ltd, AZETS, Venture Park Road, Tamworth Staffordshire B78 3HLI. Registered in England Number: 8620812.
The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html
The information contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.