You may have already made some important choices about your company/private pension. If not, our “at retirement service” provides clear guidance on the full range of options available to reorganise your pension arrangements to create income.
There is no longer a requirement to purchase an annuity at retirement and it is therefore important to ensure that all available options are explored and considered carefully.
With interest rates set to remain low, many people in retirement are finding it difficult to generate the level of income they thought they might. Care must be taken to ensure that capital is not compromised by taking more risk than necessary to generate a higher income.
At Mattioli Woods Financial Planning we have the expertise to ensure that your retirement needs are addressed without compromising your financial security.
To discuss the options available to you, please call us or send us an email on the “contact us” page.