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To arrange a free, no obligation meeting

Saving for Retirement

Being well-prepared for your retirement has always been important. Never more so than today. That's because, not only are more people living to pension age, they are living longer after they retire.

Add to this, waning financial support from the Government, historically low interest rates, volatile investment conditions, pension reform and changes in legislation, and ensuring you're well prepared for retirement is a significant challenge. So while we can't predict the future we can certainly help you plan for it.

Foresight and experience

Making sure you accumulate sufficient financial resources to fund the retirement lifestyle you want is likely to take many years. What's more, the choice of saving and investment options available to you, and the number of different financial strategies at your disposal, particularly when you retire, can be daunting.

This is where Chase de Vere's 40 years of foresight, experience and independence matters most - from designing your retirement plan, to regularly reviewing it over the years to ensure it remains on track, to helping you decide on the right options at, and after, retirement.

We can advise on:

  • State pensions
  • Personal pensions plans including self-invested personal pensions
  • Occupational pensions including specific knowledge of public sector schemes
  • Tax relief and contribution rules
  • Non-pension options including ISAs, collective funds, maximum investment plans as well as other specialist schemes
  • Annuities and drawing benefits

Learn more about how we help turn your retirement savings into a reliable retirement income.

Considered expertise

With so much change and reform happening so quickly, it's essential to keep your retirement savings plans under regular review. At Chase de Vere, our extensive knowledge and understanding of pensions and legislation in an ever-changing marketplace, make us perfectly placed to advise and guide you and ensure you meet your retirement objectives.

 

Important information

The Financial Conduct Authority does not regulate tax advice, will writing and some forms of buy to let mortgages.

What next?

Call 0345 300 6256

Call us now to arrange a free, no obligation meeting with a qualified financial adviser near you.

Why choose Chase de Vere?

  • Experienced
  • Expert
  • Independent
  • Professional
  • Award-winning
Find out why we're different