Retirement income planning

Retirement income planning

Our service is for clients looking for income in retirement. You may not be in a position to help them – perhaps because it’s not part of your core service, or the funds involved are below what would be cost-effective for you to deal with.

We take the time to get to know your client, explain their options and then tailor our solution to their needs. 


Requirements for Referring

We are able to help clients:

  • who are members of defined contribution schemes,

  • who are UK residents with no plans to move outside of the UK within the next 12 months, and

  • who don’t have any safeguarded benefits within their policies.

thinking of referring a client?

Reasons to consider referring a client for retirement income planning. 

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Ready to refer?

Here to help

01737 233412

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