Retirement solutions
With changes to working practices, state provision and the demise of the final salary company pension it is getting ever more important to address retirement planning at the earliest opportunity.
Personal pensions are simply a tax efficient way of saving to provide an income in retirement.
Individual circumstances like existing provision, anticipated retirement age, tax status, attitude to investment risk, annuity rates, current income and future income requirements are all taken into account when designing the retirement package to suit your particular needs and with the flexibility to adapt to future events.
We also provide arrangements to set up and manage company pension schemes for employers, which can include special advantages for directors or owners. This can be combined with other valuable employee benefits schemes such as Life and Critical Illness cover, Income Protection and Private Medical Insurance. Our adviser, Russ Hackwood, administers a number of these corporate pension schemes.
Further information
The following documents are available for download from our website on IFA Portal:- At a glance guide to A Day
- At a glance guide to Benefits
- Pension tax simplification
- The Benefit Crystalisation Process, Post a Day
- SIPPS and unquoted shares
Please note: The information contained in the pdf documents above are not the words of Cameron Rowe Wealth Management Ltd and we accept no responsibility or liability for their content. These documents are intended for guidance only. Professional advice should be sought for individual situations.