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Planning for your future

Professional guidance every step of the way

Creating your retirement plan

At Abacus Wealth Management, our qualified advisers are here to help you make the most out of your retirement. We adopt a holistic approach to financial planning and will help you choose the right pension, achieve your financial goals, and create a retirement plan that allows you to live the retirement you want to live.

Creating a retirement plan can be complicated and time consuming but it will be one of the most important decisions you make in your lifetime. Pension products can be complex and understanding them can be difficult.

There are many areas to navigate such as your personal and family situation, tax implications and ongoing changes to pension legislation. Abacus Wealth can help you build a bespoke retirement plan in line with your circumstances and requirements and assist you in achieving the retirement you would like to have, no matter what stage in your life you are at.

 

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    1

    Accumulation stage

    We help you build up funds tax efficiently. In an ever-changing retirement landscape, choosing the right pension and investment is extremely important.

    2

    Investment Strategy

    The investment strategy within your pension can make a huge difference when you retire. Having an investment strategy aligned with your objectives and attitude to risk can mean the difference between you living comfortably throughout your retirement and running out of money.

    3

    Decumulation stage

    We assist you in creating the right balance between your lump sum and ongoing income requirements, taking into consideration the pensions you’ve built up and any other sources of retirement income you may have, such as State pensions or any previous occupational pensions.