Retirement Planning

By: Census Financial Planning  15/02/2011
Keywords: financial planning, Financial advisers, pensions

 Many people have become disillusioned with pensions over the years with negative press coverage.  At Census Financial Planning we provide a regular review of your pension funds, in layman’s terms, and keep you posted on its performance as well as any recommended changes, taking into account changing economic conditions.

For example, our Balanced Portfolio has delivered an average of 9.90%* return per annum over a 6 year period including during the recession.

* This is based upon an investment of £64,831 on 15th October 2004 growing to £114,240 by 15th October 2010

Keywords: Financial advisers, financial planning, Independent Financial Advisers, pensions, retirement planning

Contact Census Financial Planning


Print this page

Other products and services from Census Financial Planning


Private Medical Insurance

Census can provide a referral to private medical insurance advisors 'Caprica'.


Equity Release

 Equity release is a lifetime commitment and our team of experienced advisers here at Census will explain all of the costs and risks involved, including how it reduces the inheritance you leave and the effects on your tax welfare benefits. Equity release is a big decision, so we'll look at all your options before deciding if equity release is right for you. Census Financial Planning can provide independent advice on equity release schemes and equity release mortgages available throughout



  Everyone’s requirements are different and the right mortgage advice is crucial. We can provide mortgage advice across the full range of mortgages and home loans available.  We work closely with mortgage lenders and tailor the various processes to suit you. Here at Census Financial Planning, we have a high success rate in the purchase and re-mortgage market, working closely with local valuers and banks and building societies to find you the best deal, so you don’t have to. A good mo


General Insurance

  Here at Census Financial Planning our highly experienced team will walk you through the different problems and fine print associated with choosing the correct insurance be it for buildings & contents, accident sickness & unemployment (ASU), or landlords & tenants insurance.


Business Client Services

Our business financial planning service will cover aspects such as shareholder/partnership protection, key employee cover, employee benefits and company pension schemes.  Many of these issues will also have an impact on company tax.  


Long Term Care

A long term care insurance plan could partially or fully provide for your nursing home or residential home costs, protect your assets and income and provide you with the security you seek in later life.


Estate Planning

Our estate planning and inheritance planning advice is entirely confidential and we will: Discuss your personal financial situation with you Help you calculate whether or not you are likely to be liable for inheritance tax Advise you on the best way to start transferring assets out of your estate now, taking advantage of the various tax reliefs and tax exemptions Talk to you about some other specialist schemes, using trusts and investments that will allow you to stay in control of your asset



 At Census Financial, we will help you decide which investment is right for you.  Whether for income, capital growth or both, we will recommend a portfolio of funds suited to your risk profile and provide regular updates, in layman’s terms, regarding performance and any changes that we would recommend to take into account changing economic conditions.



The types of cover and insurance available at Census Financial Planning; Mortgage Protection Family Protection Life Cover Critical Illness Cover Income Protection Whole of Life