Making the right
choices at retirement

The decisions and choices you make when thinking about retiring will have a major impact on you and your family for the rest of your life. So it is vitally important to take the time to speak to the experts. We can make sure your pension works for you.

Following the introduction of Pension Freedoms, you have far more flexibility now than ever before, in how and when you take your pension. However, with all of this new flexibility comes responsibility. The decisions that need to be made can be overwhelming.

Retiring isn’t just about your pensions. It is important to look at all of your assets and agree a plan on how best to use these over the next 20, 30 or even 40+ years. Arrow Financial Services will look at all aspects of your financial situation before giving advice on your pension and Retirement plans.

Some of the options we will discuss with you include:

  • How much flexibility you need with your income in retirement
  • Whether an Annuity or a Drawdown contract would be best for you
  • When to take your Tax Free Cash or if it’s best to leave some or all of it invested
  • Take some Tax Free Cash without taking an income
  • How to ensure your retirement income is tax efficient
  • The importance of passing some or all of your pension to your family on death

As Chartered Pension Specialists, with years of experience advising on personal and occupation schemes, Arrow Financial Services are ideally suited to providing you with an overarching strategy in how best to use your pension to enjoy your retirement.

Get in touch

If you have any questions, please fill out the form below and we will respond to you as soon as possible.

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