Retirement Planning

• Individual & Corporate Advice
• Full benefit reviews / projections
• Transfer analysis
• Consolidation analysis (transfer a number of policies into one)
• Pension Benefit options (drawdown, annuity, etc)
• Open Market Option (ensure you receive the highest level of income available)
• Impaired Life Annuities 

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Have you considered the following?

• Do you know how much income you will need in retirement?
• Do you know how much income your pension is likely to provide when you retire?
• Do you know in what form you will be taking your retirement benefits?
• What other income can you rely on in retirement?
• How much pension would your spouse/partner receive in the event of your death now or in retirement?
• Have you planned ahead for your pension?
• On retirement can I get a better pension elsewhere

Is my retirement funding on track?

Norris and Fisher can help you answer the following key questions:

• How much money will I need?
• Will I have enough money to enjoy the lifestyle I want?
• Will my pension be sufficient however long I live?
• Is my pension fund or insurance company secure?

Approaching retirement? Ask yourself these questions

• Is it best to pay off your mortgage and any other debts now?
• Do you need to review any deposit accounts or savings?
• Has your attitude to risk changed?
• Do you know how much your estate is worth?