At Quilter Cheviot, we want you to get the most from life after work, so it is important to make the most of your pension.
Your dedicated Investment Manager will structure a portfolio to provide you with a regular income and will work with your pensions adviser to find the best way to take your pension benefits, based on your individual circumstances and objectives.
If you’ve enjoyed a successful career and find yourself unsure as to what to do now, the options are endless. With a little careful planning, you can take advantage of any opportunities that come your way – whether you want to take a lump sum or take a regular income from your portfolio to ease yourself into retirement.
After years of hard work, you want to enjoy your retirement. However, you might also want to think about wealth transfer to the next generation – do you want to set aside an amount to pass on to your loved ones? We can help you plan to do this as efficiently as possible.
The value of your investments and the income from them can fall and you may not recover what you invested.
