Whether you’re close to retirement or are prudently planning ahead, our team at Womble Bond Dickinson is here to suggest the right retirement investment and pension arrangements for you.

Together with our retirement lawyers and pension advisers, we will produce a retirement plan tailored to suit your needs, reviewing it regularly to ensure you’re getting the most out of your retirement.

Retirement sounds simple – you save enough money during your lifetime and invest it wisely, then when you retire you give yourself an income from the funds you’ve saved. However, factors outside of your control such as altered taxation, legislation and dwindling interest rates can make it hard to know if your retirement plan will live up to your expectations when the time comes. 

Retirement planning advisor services

Our team of retirement lawyers and pension advisors are here to devise the best course of action when it comes to creating a retirement plan, ensuring that we cover all possible interfering factors so that you are guaranteed to have a steady retirement income. When the time comes, our retirement advisors remain available, offering informed recommendations on the best ways to take income from your funds, ensuring it remains a sustainable source of income throughout your retirement.

Our personalised, tailored approach allows us to listen to your specific objectives and guide you through the many options available to help you choose the right retirement plan suited to you. Every client requires a unique savings strategy depending on age, life stage and attitude to risk. Together, our retirement planning lawyers will help find the most appropriate options to suit your needs.

Our expert retirement lawyers are skilled at providing detailed technical advice on a wide range of retirement pension plans such as:

  • Stakeholder pensions
  • Personal pensions
  • Self-invested personal pensions (SIPPs)
  • Group pension arrangements
  • Annuities and income drawdown
  • Inheritance tax strategy pensions.

Retirement planning and pension clients 

Our client list varies from young people whose families have been clients for generations, through to those who have already retired and wish to review their arrangements in the light of changing markets and legislation. No matter your circumstances, our team of retirement planning specialists and pension lawyers are here to help create a retirement plan tailored to you.

It's never too early to start planning for your future so, get in touch with us today to discuss your retirement options with our team.