clear financial solutions - bforb burton presentation april 2015
TRANSCRIPT
Retirement Savings
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Your Options
All of the information is based on our current understanding of the relevant legislation and regulations (including drafts) and may be subject to change.
Clear Solutions (Wealth and Tax Management) Limited (regulated in England no. 04687232) do not accept any liability for any actions implemented unless advice has been provided in writing.
Clear Solutions (Wealth and Tax Management) Limited is authorised and regulated by the Financial Conduct Authority (no. 429206)
Information
Some Facts
Options – Saving for Retirement
Could You Live Off the State Pension?
State Pension
Options
ISA’s vs. Pensions FOR RETIREMENT SAVINGS
Pensions - Advantages
Locked Away
BUT
Only until age 55
So, You’ve Chosen to Save Into a Pension?
Pensions – Options at Retirement
Pension Pot25% Tax-
Free Lump Sum
Withdrawal
If you have any enquiries about this, we have a dedicated Email address for you to use:[email protected]
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Visit Our Website:www.clearsolutionsifa.co.uk
Any Questions?