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At Chartermarque we provide advice on a wide range of pensions related issues including:

For most individuals, retirement planning falls into two distinct phases – the ‘accumulation’ phase and the ‘drawing benefits’ phase.

The accumulation phase is concerned with setting aside sufficient assets during your working life to sustain a comfortable retirement and choosing how best to invest those assets.

Drawing benefits on the other hand introduces a different set of considerations such as the preservation of accumulated capital, security of income and making adequate provision for your spouse and dependants.

In either case it’s important to remember that pensions are just one part of your overall finances and any arrangements you put in place should complement your personal circumstances and overall objectives.

Related Documents

  • Employee Benefits
  • Self Invested Personal Pensions (SIPPs)
  • Lifetime Allowance
  • Annual Allowance
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