Retirement & Pensions Planning Advice

By: Origin Financial Ltd  11/04/2011
Keywords: retirement financial services, Origin


Planning for financial security in later life is something that requires careful consideration in order to develop a robust and comprehensive retirement strategy.

Your financial situation will be unique. Nobody else saves, spends and invests like you do. It’s the same story for everyone we have ever advised.  The word “Retirement” can mean different things to different people and depending on your own outlook and personal views, how you choose plan for later life can be wide and varied – but it must be planned well in advance.

There are many issues need to be considered when planning your retirement;

  • Are your pensions structured in a way that supports your lifestyle and objectives?
  • Has your attitude to investment risk changed?
  • Have you allocated your investments in a tax efficient manner?
  • Do you need to reposition your investment strategy?
  • Is there other planning that you need to consider (such as Inheritance Tax etc)

Our team of financial planning professionals are highly experienced in understanding the key financial challenges of retirement and will work together with your to create and implement an appropriate strategy for your own personal requirements.

Keywords: Origin, retirement financial services

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