Consultation
Retirement Income Planning
Pension collation, State Pension timing, and drawdown sequencing so retirement income feels steady rather than improvised.
From £450 From this fee for a full retirement income map
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Retirement income planning gathers workplace pensions, personal pensions, and State Pension forecasts into one readable map. We discuss when to start drawing, how to sequence pots, and what to keep in cash for the early years.
Sessions are paced so you can involve a partner or adult children where that helps. The outcome is a written income plan you can revisit as rules and personal circumstances change.
Who it is for
People within ten years of leaving work, or already drawing pensions who want a second look
Typical duration: Typically three meetings across four to six weeks
Fees: From this fee for a full retirement income map — from £450.
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