Retirement Planning
Retirement is meant to be a joyful respite - a time to celebrate a life of hard work and success. Most of us have a dream to finally travel the world, spend time with family, and enjoy a life well-lived. The most well-known retirement savings option is the standard pension earned (or deemed eligible to receive) after working for a company for many years. Other options include ISAs and property income. No matter what the mode of savings, it’s essential to have a solid plan.
At Zurich Equity Group Wealth Management we take the time to get to know you, your individual needs and wishes, and then design a plan around those needs.
At Zurich Equity Group, we advise on all types of pension plans including:
- Review and Transfer Advice (including Final Salary schemes)
- Personal Pensions, SIPPs, WRAP, RACs
- Company Pensions, GPPs, SSASs, and Group Money Purchase
- Retirement Analysis and Forecasting (including pensions in divorce settlements)
- At-Retirement Planning, Annuities, Capped and Flexible Drawdown
Once you have a solid plan, Zurich Equity Group’s wealth management team will send real-time updates and reviews to help you with any future retirement decisions, to build your legacy, and preserve and develop your wealth.
