Brunswick Investment Management Ltd > Our Services > At and Post Retirement Planning

Retirement Planning

This service provides advice regarding the drawing of your retirement benefits and how to do this in the optimum manner to best meet your requirements for income. For example, this could involve advice on the best way to raise tax free cash without triggering certain allowances.

These matters require a more specialised and time intensive approach, together with complex research. We will make it clear whether the advice you are seeking is classified as complex at outset. At Retirement Planning covers cases involving:

  • Annuities
  • Flexi-Access Drawdown
  • Uncrystallised Funds Pensions Lump Sum (UFPLS)
  • Small Pots

Our Services

Need Help ?

Contact a member of our team today.

01603 895350
team@brunswickim.com

Request a Call Back

Other Services We Provide

We can also help in the following areas.

Initial Consultation

Your initial consultation will help to assess your circumstances and determine your need for advice.

Capital Investment Planning

This service provides advice on investing a cash lump sum, regular premium or the transfer of existing funds.

Complex Capital Investment Planning

This service provides advice regarding more complex matters, such as the review and potential rebalancing of existing investments.

At and Post Retirement Planning

This service provides advice regarding the drawing of your retirement benefits and how to do this in the optimum manner.

Protection Planning

This service provides advice regarding your protection needs, both on a personal and corporate level.

Ongoing Advice

As a client of Brunswick Investment Ltd you will benefit from our ongoing advice service.