A Guide to Retirement Planning
Welcome to ‘A Guide to Retirement Planning’. Saving for your retirement is one of the most important financial plans you can make. This guide explains how we can work with you to develop strategies to accumulate wealth in order for you to enjoy your retirement years by reviewing your retirement plans regularly to make sure you’re setting aside enough and you’re saving in the most appropriate way.
Content of the articles featured in this ‘A Guide to Retirement Planning’ is for your general information and use only and is not intended to address your particular requirements. They should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future.
No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles. The pension and tax rules are subject to change by the government. Tax reliefs and state benefits referred to are those currently applying. Their value depends on your individual circumstances. The performance of the investment funds will have an impact on the amount of income you receive. If the investments perform poorly, the level of income may not be sustainable. |
The basic State Pension
The additional State Pension
Changes to the State Pension age
Extra State Pension
Occupational pensions
Transferring your pension
Personal pension plans
through your employer
Types of pensions
Salary Sacrifice
Annuities explained
Pension rules
from 6 April 2006
Tax advantages of
personal pensions
Unsecured Pension Plan
Self-Invested Personal
Pension Scheme
A-Z of retirement planning
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| Content of the articles featured in this ‘A Guide to Retirement Planning’ is for your general information and use only and is not intended to address your particular requirements. They should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles. The pension and tax rules are subject to change by the government. Tax reliefs and state benefits referred to are those currently applying. Their value depends on your individual circumstances. The performance of the investment funds will have an impact on the amount of income you receive. If the investments perform poorly, the level of income may not be sustainable. |
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If you require independent financial advice regarding your retirement plans please contact us on 0800 435648 or admin@lyndhurstfm.co.uk
Lyndhurst Financial Management Limited is Authorised and Regulated by the Financial Services Authority (www.fsa.gov.uk/register). FSA Registration No: 154621
