Pension contribution planning, based on actuarial projection and calculation, which assesses the value of all pension rights which have been built up, and projects these together with future contributions. We advise on the future contribution rate needed to achieve a particular retirement income target, and on appropriate death and disability benefits. 

Planning at (and before) retirement, which investigates options, including Income Withdrawal plans, so that the funds available can be used most effectively to secure income, dependants’ income and death benefits fitting each individual’s requirements. Pension investment planning, based on selecting the most appropriate type of plan for future contributions, and for the continuing investment of accrued benefits. We advise on the most effective use of plan options and Inland Revenue benefit limits.