Financial services:
Pensions
For those in secure jobs with good final salary pension schemes, retirement planning is straightforward. For everyone else, saving for their retirement has to be a major part of their long term financial planning.
It is no longer a matter (if it ever was) of choosing a pension policy and forgetting about it. The choice of competing policies and conflicting claims of superiority can be bewildering. There is a growing appreciation that pension policies are only as good as the performance of the investments held within them; and that today’s star performer can be tomorrow’s lame duck. Increasingly, pension companies are offering pension policies linked to external investment funds. Managing pension policies is now very much a matter of managing an investment portfolio.
That is why Cassons have pensions specialists, to guide you in choosing policies, in managing the investments within them, and in making the right choices when you reach retirement.
Cassons offer a full range of pensions advice and services, including:
- Personal pensions
- Self-invested personal pensions (SIPPs), including portfolio management
- Stakeholder pensions
- Executive pensions
- Occupational pensions
- Death-in-service life assurance
- Small self-administered pension schemes (SSASs), including portfolio management
- Pension buyout bonds
- Compulsory purchase annuities
- Purchased life annuities
- Phased retirement
- Pension drawdown.
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