Norfolk & Suffolk Chartered Financial Planners are able to advise on all aspects of pensions and retirement planning including Defined Benefit Pension Transfers.

The changes to pensions introduced in 2015 referred to as the ‘pension freedoms’ have increased the options for how pensions are used and accessed. As a result, the need to take advice on pensions is more important than ever.

Whether you are looking at making contributions to a pension for the first time, have existing pension plans or arrangements that you wish to review or you are approaching retirement and looking at the options you have for producing income, then we can help you.

Our advisers have many years of experience as well as up-to-date technical knowledge and we are able to advise you on all your options in order to meet your retirement goals.

The Norfolk & Suffolk retirement planning report is designed to advise you on your current retirement provision and includes a cash flow modelling which provides you with a forecast of your financial situation as you approach retirement and retire.