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| our
review services |
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| Retirement
Planning Review Service |
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| Post
April 2006, pension, subject to income tax, may be taken in the
following ways:
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- Scheme
Pension,
- Lifetime
Annuity,
- Unsecured
Pension,
- Short
Term Annuity.
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For
those approaching retirement or considering starting to take income
from a pension there is a confusing array of options available,
from annuities, which vary in rate and type to more complex planning
solutions such as Income Drawdown or Phased Retirement.
For those people actually in retirement again legislation post April 2006 has
brought new opportunities and considerations for those actually taking their
pension income. |
- Is
your present pension fund performing satisfactorily, are the
investments in keeping with your changing personal circumstances
and risk profile?
- Are
you obtaining the personal client review service offered at
outset?
- It
is now possible in certain circumstances to switch carrier
as well as investments. Has this been discussed with you?
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The
Lowndes Alexander Daniel Ltd Retirement Options Service aims
to help you to understand these options and if required, will
provide advice and comparisons tailored to your own particular
circumstances.
Information Service
Request our free guides as the first step in understanding your options.
Retirement Options Information Service
Annuity Comparison Service
If you have already decided
that an annuity is the right option for you but wish to shop around for the best
rate and type then this service will do the work
for you, by e-mail, or post if you prefer. Significant enhancements to your existing
provider annuity are often achieved. |
- Are
you taking medication?
- Have
you been a smoker in the past?
- Has
taking an annuity on a short term basis been fully discussed
with you?
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Full
Retirement Options Advice Service
For those with larger funds, who would like advice on the full spectrum of options
available - tailored to suit their own needs and requirements, Lowndes Alexander
Daniel Ltd can offer a comprehensive reporting service either by e-mail, traditional
post or by a face to face meeting. |
