Pension Drawdown Advice
Like the idea of drawdown, but not sure if it’s right for you? We’ll help you work it out.
What’s the best thing about pension drawdown?
The attraction with drawdown is the flexibility to access your money when and how you want.
You get to decide how much and how often you take it – giving you full control.
So, if you fancy a last-minute holiday, drawdown will give you the flexibility to do it.
However, you should be cautious…
Don’t take our word for it…
Meet some of our clients and see what they think of us,
the PlanHappy process and how it’s helped them do what they wanted…
What’s the downside to pension drawdown?
Like everything in life, too much freedom isn’t always a good thing. If you use that flexibility to overspend, your pot could run out quicker than you anticipate.
Plus, there are risks to any investments and taking out lots of money from your pot could have tax implications too.
What’s right for you?
Ultimately, it’s about deciding what future you want and whether the option of drawdown would help you get it.
That’s where we come in – there to make sure you understand all the options and implications of any decision you make.
It all starts with a chat
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If so, well done.
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Spend, Spend, Spend…
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Hint – It’s NOT what you’d think.
In this week’s newsletter we uncover what the biggest problem actually is…
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“We want the house to go to the children.”
Problem is … it makes NO logical sense…In this week’s newsletter, we explore what – “We want the house to go to the children.” – really means…
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If you’re thinking about retiring, you need to have enough money.
But is that actually the most important thing…
We’re Rated 4.9 out of 5 by our clients on VouchedFor,
the UK’s leading independent IFA review website.
Talk To The Experts
Ready to talk? Our friendly team are here to help. Simply pop a few details into the form and we'll be in touch.
We'll show you:
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When you can afford to retire -
How much money you'll need in retirement -
How to make the most of your pensions and other assets to fund your lifestyle
4.9 out of 5 stars on VouchedFor
"I cannot find fault with the service we received. From the warm yet professional welcome to the financial advice we were given. You as a company should be proud of the service you are providing"
Mr. W
