Retirement

Find out more about retirement planning, pension & equity release advice.

Retirement is, in many respects, one of the most important stages of your life. When you are getting towards that part of your life, you might suddenly find that you feel a little in the dark about what to do and where to go for help.

How can we help you?

Retirement planning advice

Understanding your potential income streams in retirement.

Pension advice

Make the right investment choices for your retirement.

Pension drawdown

Receive a regular income during your retirement.

Investment and savings advice

Setup your investment plan depending on your attitude to risk

Retirement Planning Advice

Retirement planning advice helps you to make the right decisions with your pensions, savings and investments to make sure you can maintain the lifestyle you want to once your regular working income has stopped or reduced.

Fortunately, there is plenty of help to be found, and as long as you know where to look, you can be sure that you are going to be able to get the advice you need. But why should you get that advice – and how should you go about finding it once you know that you might need it?

Why Do You Need Advice?

Some people reach retirement without having properly planned for it, and that means that they are likely to benefit greatly from receiving some kind of assistance with regard to what they should be doing with their money.

Finances are important to deal with at any stage of life, but perhaps no more so than when approaching retirement. Having some good quality and professional advice is likely to be very useful to know what you can do with your money and help you plan for the future.

Specifically, you might find that you could do with a little help regarding how to manage your pension pot. It might be that you have a pension scheme which pays out regularly, in the form of a salary, once you have retired.

Alternatively, it could be the case that you are merely given a lump sum upon retirement, which you then need to know what to do with. There are many considerations within that situation, and it’s common for people to seek help working out what is best to do with it.

Where To Go For Advice

If you would like to know more about what options are available to you when it comes to planning for your retirement, there are plenty of free online resources, including sites like Citizens Advice or MoneyHelper. After reading the information, it is highly recommended to take financial advice from a professional.

Financial Advisers will be able to assess your situation to work out the most appropriate option for you and which products would help you achieve your goals. This is where CS Retirement Solutions can really help you, so if you would like to know how we can support your retirement planning, please get in touch.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

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Emma was very knowledgeable and made sure I understood exactly what I was signing. Emma worked none stop to get us the best mortgage in an ever changing market, I really can’t recommend highly enough.

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