Our Bournemouth retirement planning packages
If you want a pension that will save you money later in life, then choose from one of our Bournemouth retirement packages. At Astute Money Management, we have three options for your retirement planning. These include:
The flexible option
You should apply for the flexible option for a tax-efficient retirement plan. The flexible option allows you to decide when and how much money you want to take out of your income depending on your needs. This plan is perfect for those looking for a convenient retirement option.
This easily accessible option is exceedingly popular as any remaining funds can be invested elsewhere or passed on to your loved ones when you die.
Guaranteed (inflexible option)
When you choose our guaranteed option for your retirement plans, you will be ensuring the security and peace of mind of your finances. With the inflexible option of this retirement package, you will be guaranteed a minimum level of income so you can ensure that you have a specific amount saved for your retirement.
Do you have a high tax bill? Then our financial advisors recommend you choose our phased retirement plans. With a phased retirement plan, you will be lessening the chance of your saved income from being taxed when you release it from your retirement plans. By phasing the tax-free cash, you will benefit from a pension that can be given to your family in tax-free lump sums.
Explore in more detail the advice you can expect from our financial experts for your retirement options.