Retirement planning
Planning retirement means bringing together the life you want with the resources available to support it. Applied Wealth Management helps clients across the UK consider their pensions, investments and retirement income needs. We offer advice in person or remotely.
You may be approaching retirement, considering a gradual reduction in work or reviewing how your existing arrangements fit your plans. We start by understanding your circumstances and priorities, then explain the options and the advice process.
Before a conversation, it can help to gather recent pension statements, details of other savings and an outline of your expected spending. You do not need to have every answer before getting in touch.
To discuss your retirement plans, use our Pension Enquiry form or call 0151 440 3700.
The value of pensions and investments can fall as well as rise, and you may get back less than you invest. Tax treatment depends on individual circumstances and may change.
Enhanced Annuities
An Enhanced Annuity pays a higher income in retirement if you have a medical condition that may reduce your life expectancy.