If you would like any more information on any of our products and services, please email us or call our Honiton or Ipswich offices

If you are just starting work and beginning pension planning or closer to retirement and want to know your options we can help. We have a wealth of experience in all areas of retirement planning and can advise you on the most appropriate route for your needs.

Personal & Stakeholder Pensions.

Personal and Stakeholder pensions form the basis of most retirement plans for individuals in the UK today. A good pension requires sound management and this is where we can help. Regular reviews of your pension and life-styling investment practices ensure your pension is in good hands.

Group Personal Pensions

We can assist in the full management of your company’s pension needs. If you are a company owner or director we can advise on the day to day running of the plan and provide individual advice to employees about the right options for them.

Individual Savings Account (ISA)

Pension planning need not just be about personal pensions. Depending on your personal circumstances, ISA’s can play an integral role in pension planning. Our experience in Investment planning means we can tailor the right investment solution for you.

Self Invested Personal Pension (SIPP)

Increasingly, SIPP’s are becoming a popular choice for clients. We can help you understand and get the most out of your SIPP arrangement.

At Retirement

The options at retirement now can seem bewildering. We can guide you through the process and all the options available to you.

• Lifetime Annuity
• Income Drawdown
• Deferring
• Indexation of Annuity
• State Pension
• S2P
• Serps
• Open Market Option
• Pension Commencement Lump Sums

We can advise on all the right options for you and take the worry out of your financial planning at this exciting time in your life.

For further advice please contact advice@carterdawes.com