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RETIREMENT
Saving today for all your tomorrows

We help you plan your finances, so you can live for the present and look forward to a secure future.
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PENSIONS

 
 

We give you advice on:

Self invested Personal Pensions

 

Self Administered Schemes

 

Company Group Schemes

 

Options at retirement including
drawdown and annuity options

 
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Our Treating Customers Fairly Policy

Pensions can be both complex and confusing to most people. We believe in giving straightforward advice, which is independent. Accessing the right advice is crucial to future retirement planning, including reviews of current arrangements and ways of improving your income when you retire. It is important to seek expert financial advice from experienced advisers and fund choice and portfolio management is very important. T&R are able to offer an added value service for all pension schemes you may have regardless of age.

Many clients take up our offer to undertake a full review of their existing pension arrangements. With pensions legislation and underlying investment conditions forever changing, it is important to have a regular independent review, particularly as you approach retirement.

We have highly qualified staff, to help individual or corporate clients in planning for their future and also advising on options at the point of retirement, which matches their ongoing objectives.

We advise on:

• Self invested Personal Pensions
• Self Administered Schemes
• Company Group Schemes
• Options at retirement including drawdown and annuity options

For expert advice, please contact Elizabeth Hogan, Sam Cawley or Tim Ticehurst.

       
Raven House 6 Lindum Road Lincoln - tel: 01522 513191 - email:
 
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