Planning Financial Security for Your Retirement
Our Comprehensive Approach to Retirement Planning
For some, retirement may last as long as, or even longer than, their working life, which can have significant financial implications.
We are here to help you develop a well-rounded retirement strategy that takes into account not just pensions, but all aspects of your financial future. The range of retirement strategies available has never been broader, and knowing which opportunities to pursue, and when, is essential.
Building a retirement fund in the most tax-efficient way requires careful, forward-thinking planning. Together, we’ll create a realistic retirement plan, tailored to your goals and financial situation. We’ll address key questions such as:
When would you like to retire, and what level of income will you need?
What additional saving (if any) should be made, and what can you afford to save now?
Whether you’re just beginning your retirement planning journey or have accumulated one or more pension pots over time, we’ll review each scheme thoroughly. Our recommendations will help determine whether your existing arrangements should be retained or moved to a more suitable solution.
Approaching Retirement
As retirement approaches, you may have accumulated substantial pension and investment funds or be in a position to maximise your contributions in the final years before retirement.
We’ll help you assess when you can fully retire or transition to part-time work, exploring options that best suit your financial circumstances.
Now is the time to start detailed planning to turn your retirement goals into reality.
To turn your dreams to reality, now is the time to start detailed planning.
At Retirement and Beyond
With so many retirement plans and strategies available, it can be overwhelming to know where to start. We’ll guide you through the process to ensure you make the most of your retirement options.
By assessing your unique circumstances and financial objectives, we’ll offer tailored recommendations to help you achieve your retirement goals.
Pension Transfer Specialist
If you have a Defined Benefit Pension, our experienced team is qualified to help you determine the best course of action for your retirement plans.
Abacus Money Management Ltd are Defined Benefit Pension Transfer Specialists, regulated by the Financial Conduct Authority (FCA), ensuring you receive expert, professional advice.
Abacus Money Management Ltd
Office Hours
Mon to Fri: 9am to 5pm
Location
14 Miller Court, Severn Drive, Tewkesbury, GL20 8DN
Contact
01684 778360 info@abacusmml.co.uk
Abacus Money Management Ltd is authorised and regulated by the Financial Conduct Authority under registration number 610239
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are unable to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk Please be aware that by clicking onto this link you are leaving the Abacus Money Management website, Abacus Money Management Ltd is not responsible for the accuracy of the information contained within the linked site accessible from this page.
Abacus Money Management Ltd is a Private Limited Company registered in the UK, Company Number 06755206