Relax about your retirement with our pension plans
Book an initial chat
with one of our
Our pensions experts have got your future in hand
What’s your retirement dream? A tropical holiday home, supporting your family, or yachting into the sunset? However you plan to spend your life beyond work, having a pension plan that will help you realise your dreams will enable you to get on with enjoying your present and your future.
Our pensions experts
- Expert advice for higher net worth individuals and older professionals
Whichever team you work with, you can rest assured that they are highly experienced at helping business owners and people living in Tunbridge Wells, Tonbridge, Southborough, Sevenoaks and the surrounding villages develop pension plans to support their future dreams.
How our pensions experts can help
Our expert pensions services and products
Pensions reviews and life goals mapping
Our experts will undertake a no-obligation review of your current pension/s to help you understand what your existing schemes will mean for your life after work. They’ll also take time to understand your goals for the future to identify the resources you will need to finance them, and any shortfall between your existing provision and your future ambitions.
Pensions planning and products
Our pensions teams monitor the performance of your pensions, providing regular updates and the opportunity for personal review meetings to ensure your plan remains on track to support your changing objectives and circumstances.
If you employ people, you have a legal obligation to make pensions provisions for them and to ensure you comply with Auto Enrolment legislation. We can make sure you are compliant and that your company pension scheme helps you attract and retain the best talent, whilst supporting your commercial objectives.
If you work for yourself, it’s important to get expert advice to ensure that your sole trader or director income will support you during your working life and in your retirement. Our experts will guide you through the options so you can enjoy life after work.