Members of employer sponsored pension schemes, where Johnson Fleming are the appointed advisers, have expressed an interest in gaining more information relating to their options when approaching retirement, to ensure that they are able to maximise the financial benefits from pension funds that they have accrued during the course of their working life.
As a result Johnson Fleming has developed a service proposition offering access to a team of highly experienced and qualified advisers within this market. The Retirement Options Team would consider the areas outlined below and only after completing a thorough information gathering exercise would they be in a position to ascertain an individual’s needs, objectives and attitude to risk, and recommend a course of action which would be considered to be the most suitable and financially beneficial to you:-
Open market options
Annuity purchase
Tax free cash
Pension fund withdrawal
Phased retirement
If you are approaching retirement and would like more information on the levels of tax-free cash and pension that you may be entitled to, as well as the best way for you to access this, please contact Johnson Fleming.
Johnson Fleming Private Clients Limited is an appointed representative of Johnson Fleming Limited, which is authorised and regulated by the Financial Services Authority (FSA registration number 480882 see www.fsa.gov.uk/register for registration details), and registered in England and Wales No. 6434187.
Registered Office: the Oakley, Kidderminster Road, Droitwich, Worcestershire, WR9 9AY
