Nearing Retirement

A pension is one of the most important plans you will ever contribute to so make the time to come and talk to us as you are about to retire. Whether you want to review your retirement options, avail of tax reliefs by topping up or consolidating your existing pensions, rest assured we will put you on the right path.

Some of the items you may be considering are:

  • Tax reliefs and allowances
  • Annuities
  • UK Pensions
  • Best way to provide for your pension
  • Best way and time to drawdown your pensions

Bespoke plan – designed to suit you.
We have the knowledge and expertise to guide you through the maze of financial decisions surrounding your retirement. As each person has different circumstances and needs, it is important that a bespoke plan is designed for your individual requirements and objectives.

Nearing Retirement

Nearing Retirement Case Study

BP who was an employee of a big company and a member of a defined benefit pension scheme and an AVC contract taken through a broker, has contacted us looking for an advise on his retirement options. We analysed his personal circumstances and identified objectives. It turned out that the best looking option was actually not the best for these client’s needs. We advised on the best way to retire from the Defined Benefit scheme and AVC plan suitable for this client requirements and circumstances. We guided BP through the whole process and mitigated between the Employer and life companies to the best interest of the client.

Client Testimonial: Pharma Q A Services

I have been dealing with Qifa Financial Planners for the last 7 years. Qifa have been an excellent firm to deal with. The original task was to tidy up a collection of pensions that I had accumulated. This was done very efficiently. Qifa’s team have created a financial plan for me. It has provided me with a clear vision of where I want to be in the future. I have no hesitations in recommending Qifa Financial Planners to anyone.

Margaret McCarthy, Director, Pharma Q A Services,
December 2017.

Sean Lynch - Financial Planning at Qifa

Sean Lynch, CFP, QFA, FLIA

Sean Lynch is the Financial Planning expert at Qifa Financial Planners and has 30 years’ experience in financial services.

Make An Inquiry

Please complete the short form below Anita will contact you as soon as possible.