While you are working, it is important that your pension and savings are structured to make sure that they are working as well for you as they can.
As the traditional retirement age starts to draw closer you will have a
range of issues and concerns to weigh up.
The result of all of the changes to pension rules makes them more valuable and flexible than ever before. Whereas previously you may have wondered ‘what will I get from my pension’,
now the question really is ‘what do I want from my pension’
Following all of the changes to pension rules, or if your circumstances have changed, you may need advice to make sure that your retirement income is well organised and working as well for you as it can.
Munro Partnership Ltd was established in 1982 and has grown into a leading firm of Chartered Financial Planners, with offices in Ayr, Glasgow and Hamilton.
We are proud to be amongst a very select number of firms in Scotland to have been awarded the prestigious title of Chartered Financial Planners by the Chartered Insurance Institute.
Chartered Status is only awarded to firms that are “committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice”.
The main focus of our business is to provide high quality advice and a professional service that is worth knowing.
In Budget 2014, Chancellor George Osborne promised greater pension freedom from April 2015. Provided you are at least 55, you will benefit from them.
Increasingly, the investment landscape leaves people feeling overwhelmed with the range of investment opportunities available to them and the vast choice of investment funds.
Plan Your Future
Income and Tax
All businesses generally use a form of forecasting to plan their income and expenditure over the short to medium term, but very few individuals do so.