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Pension Planning

Understand Your Existing Pensions And Create A Personalised Plan For Further Funding To Achieve Your Goals

If you are confused about how to plan for your retirement, you are certainly not alone. There are so many pension plans and options available today, and it can be difficult to know where to begin.


There are different types of pensions depending on the complexity of your objectives. In addition, understanding how much you could contribute is key. Our advisers can help you with the following aspects of your pension funding:

  • Review your existing pensions and their suitability to help achieve your goals. This may include understanding your entitlement to any Defined Benefit (final salary) pensions, any current workplace pensions you hold as well as any older pensions that could have guarantees attached.
  • Consider consolidation options if you have multiple pension plans, helping you to maximise returns and minimise access issues.
  • Review your current entitlement to state pensions and whether there are any missing years of National Insurance Contributions that could be topped up
  • Calculate the level of contributions you can make to maximise the tax efficiency of your pensions.
  • Consider if your existing pensions and current funding levels are enough to meet your retirement objectives.
  • Provide recommendations for your pensions to be invested matching your attitude to risk and retirement objectives.

The Benefits of Pension Funding

The earlier you start planning for your retirement, the better. There are many things to consider when funding your pension, from the type of pension to how much you need to contribute to meet your retirement goals.

Our advisers understand the complexities of pension planning. They are ideally positioned to offer you advice and guidance based on your current earnings, as well as your financial goals and aspirations for retirement.

Putting together a pension plan also has the advantage of ensuring that you are investing in your retirement in an effective and tax-efficient way, as it is certainly not a process that you should leave to chance.

Whether you would like some general advice on how to improve your pension planning or if you would like to better understand your investment options, our financial advisers would be delighted to run through your options.

How East Anglian Financial Planning can help you

Our financial advisers can help you with all aspects of your pension planning, from ascertaining the most appropriate pension plan to understanding the different investments options available to you. Contact us today to learn more about our pension funding service or ask any questions about how we can help you plan for retirement.
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