Pre-Retirement Pension Review
In order to take full advantage of your retirement years and enjoy them to their fullest possible potential, it is crucial that you ‘stock-take’ at least five years before your planned retirement date.
You will need to be prepared and sure of where you stand financially when you reach retirement age. You will need to know what your options are and ensure that you use your pension fund in the most beneficial way possible so that you can enjoy a fulfilled retirement.
Burke Pensions and Financial Services Ltd will carry out a pre-retirement review of your finances and make recommendations to ensure that you reap the fullest possible rewards from your accumulated retirement find. This is particularly relevant in light of revenue rules regarding maximum tax free lump sums and the various types of annuity and ARF’s now available on retirement.