Pensions & Retirement

Most people recognise that it is wise to plan for their retirement. This is especially true for those who are hoping to retire before the usual State Retirement ages.

Putting aside a regular amount of money during your working life is probably the best method to ensure that you will have sufficient income during your retirement. Investing into a pension plan has historically been the most popular method of making these regular commitments. The tax advantages offered by the UK Government provide the opportunity for your pension fund to grow virtually tax-free. You are also currently allowed to draw a significant amount of your pension fund as a lump sum with no tax payable. (NB. The levels, bases and relief's from taxation may be subject to change).

We can assist you in making a choice of Pension Plan. We explain the differences between the various types of pension arrangement, whether you are employed, self-employed or taking time away from day-to-day working perhaps as a carer or to raise your children.

Require further information?

If you would like more information or would like to ask us a question then call us on 01482 881919.
To ask us a question online click here.

cba Financial Services Ltd provides advice on mortgages, investments, pensions & protection and is authorised & regulated by The Financial Services Authority. Your home is at risk if you do not keep up payments on a mortgage or other loans secured on it. Written details are available on request.

cba Financial Services Limited is authorized and regulated by the Financial Services Authority.