Executive Benefit Services (U.K.) Ltd - Telephone 01555 678900

Retirement Planning

Retirement Planning can be one of the most confusing and complex of all financial planning areas. The rules and legislation governing pensions are continuously being updated and, in many cases, become more complex with each update. This, together with the number of options people now have at retirement, and the constant changing parameters in the insurance industry, advice is key to being able to retire comfortably and within expectations.

Retirement planning is not just about pensions - although paying contributions to a pension scheme is one of the most tax efficient methods of saving for retirement, whether it is through personal contributions or contributions from your employer. It is also about saving in other ways, building wealth in order to have a comfortable retirement.

As specialists in the retirement planning arena, we are here to help you find the strategy that will best suit your individual needs and continue to be adaptable as your personal circumstances change.

Retirement Planning with Executive Benefit Services LanarkWe offer bespoke advice across the whole spectrum of retirement planning, including:

  • Retirement funding and remuneration strategies to maximise income

  • Pension fund consolidation

  • Occupational pension scheme transfers

  • Advice on SIPPs and SSAS

  • Pension fund investment strategies

  • Commercial property purchase by SIPPs

  • Flexible income strategies

  • Phased retirement and Pension Income Drawdown

  • Guaranteed income options

  • Lifetime Annuities

Our advisers are specifically qualified to offer bespoke retirement planning, especially around withdrawing the income from the accumulated funds in the most tax efficient manner possible. We work with our clients from the initial meeting through to the strategy implementation. We would also recommend regular reviews to make sure you remain on track for the retirement you deserve.

As part of our continued relationship service with you we provide regular reviews of your overall wealth base including retirement funding.



Should you have any questions regarding Retirement Planning, please do not hesitate to contact us and we will be happy to answer any questions you may have.


Contact Us
Executive Benefit Services (U.K.) Ltd
EBS House
25 Hope Street
ML11 7NE

t:      01555 678900
f:      01555 678910

e: mail@ebsuk.com

Executive Benefit Services (U.K.) Ltd. established 1981

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