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Nearly Retired

If you are coming up to retirement, deciding what to do with your savings and investments is an important part of the financial planning process.

Pensions are far more flexible than they have ever been before, so, if you are nearing retirement, our specialist pension financial advisers can help you make the right decisions to maximise the income from your pension pot.

As part of your pension planning journey we will not only review the total value of your retirement savings and how they are invested but, also, what you want to achieve in your retirement.

Don’t worry, if you think you haven’t saved enough, because there are steps we can take to help you bridge the gap!

As Chartered Financial Planners, Innes Reid financial advisers hold the G60 advanced pension qualification and are registered as an approved pension transfer specialist with the FCA, which means we can offer you the very best retirement planning service covering all aspects of personal or company pensions including Flexible Drawdown, Annuities, State Pensions, Additional Voluntary Contributions, Defined Contributions etc.

The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints
between regulated firms and their clients. Further details of the FOS can be found on its website:
www.financial-ombudsman.org.uk