Pensions Advice
Performance is central to what we believe in, which means our services ensure that your pension is invested in accordance with your attitude to risk, in the best possible funds based on our strict investment criteria.
For further information on pensions advice please contact David Bates on:
Tel: 0113 259 3604
Email: dbates@bartlettgroup.com
Personal Pension Advice
Our team of investment experts continually analyses the thousands of different investment funds to make sure that our advisers can recommend to you the best funds to give you the best pension advice.
Whether you are approaching retirement or just starting to think about saving for your future, our services will help you evaluate your options and construct a plan for your ideal retirement, putting investment performance at the centre of these plans.
Retirement Planning
When it comes to providing for retirement, many people are doing too little, too late. Investing early, through regular contributions or single payments, can make a big difference to your pension. Today, pensions legislation offers you an even wider range of flexible retirement options. However, more choice and flexibility often results in greater complexity. Bartlett can guide you through this by offering specialist pensions advice in all areas of retirement planning, including:
- Self Invested Pension Plans (SIPPS)
- Personal Pension Plans
- Stakeholder Pensions
- Property Purchase
- Retirement Options including
- Annuities
- Unsecured Pensions (Income Drawdown)
We also offer pension advice on changes to legislation, highlighting any impact on your retirement planning and recommending actions to ensure your retirement income is secure.
To find out more about our Wealth Management team please click here
Other relevant services:
- Associated downloads:
- Our Services - Wealth Management
- How the changing pension rules will affect you