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0345 300 6256
To arrange a free, no obligation meeting

Living in Retirement

Having well-structured, well-organised and well-planned retirement savings and other financial assets will help you maximise your retirement income level. It will also ensure the reliability of that income throughout your retirement, leaving you free to enjoy yourself without worrying about the future.

Our far-reaching expertise, within a broad range of retirement income strategies and vehicles, means we can help ensure you have the right solution to meet your objectives in retirement.

Before you retire…  

We advise in the months leading up to your retirement date, to help you prepare your retirement income plan. This is a crucial time when you have the most options open to you. You won't be able to reverse some decisions, so it's critical you make the right ones.

The breadth of our expertise - which covers state, personal and occupational pensions, other saving and investment accounts, and property - means you have all the necessary skills and resources to help you achieve your desired level of income. For instance, you can benefit from our in-depth knowledge of pension rules and the range of specialist retirement income vehicles, annuities and income drawdown plans. Complementing this, you can also access specialist investment knowledge, particularly in creating sustainable, tax-efficient income portfolios. Find out more about how we can help invest your money.

Retiring overseas…

If you're thinking of emigrating, our experience in transferring pension funds to qualifying overseas pension schemes could prove to your advantage, in terms of extra tax benefits and flexibility.

During your retirement…

We can make sure your income plan is, and continues to be, fit for purpose. Our ongoing monitoring and guidance can help you deal with the rising cost of living to maintain your retirement lifestyle, regardless of prevailing economic conditions.

Future generations…

Using your assets to finance your retirement years is not the only important goal. Also key is preserving what you can for future generations. Discover how we will help you do this.

 

Important information

The Financial Conduct Authority does not regulate tax advice, will writing and some forms of buy to let mortgages.

What next?

Call 0345 300 6256

Call us now to arrange a free, no obligation meeting with a qualified financial adviser near you.

Why choose Chase de Vere?

  • Experienced
  • Expert
  • Independent
  • Professional
  • Award-winning
Find out why we're different