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The changes which occurred in April 2006 (A-Day) mean that savers can now generally contribute more in any one tax year than was previously the case. Therefore if you have left your pension planning until quite late in life, it is now possible (funds permitting of course) to build up a sizeable pension fund in a relatively short space of time.
Here are a few questions to ask when considering planning for retirement:
- How much income will my current saving pattern generate when I retire?
- How is my pension plan performing?
- Would I be better off with a SIPP instead of my current pension plan?
- What are the advantages and disadvantages for my situation?
- Should I consider making my home part of my pension?
- Am I fully utilising all the available tax breaks which apply to my pension plans?
- How did “A-Day” affect my plans for retirement?
Some of the older style plans taken out in the 80’s and 90’s can carry very heavy charges; which can make a huge amount of difference to the size of your retirement fund.
All the advisors we work with authorised and regulated by the Financial Services Authority and have extensive Pension Planning Experience, so you can rest assured they are qualified in giving you the advice you’re looking for.
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