The first step of our retirement planning review is, we can review your existing pension. Determine whether it is the best plan for you, and suggest ways it can be improved. For clients who avail of our pension review, there is no pressure to change pension manager. It is a confidential and trustworthy service. We also offer a robust ‘track and trace’ service for pensions.

Many clients come to us looking for clear, professional guidance on retirement planning. Some clients are unsure about what kind of pension to set up. We guide them through the various plans, advising them at each step.

Here are some common questions we receive from clients:

• How much do I need to pay into my pension annually?
• How can I retire comfortably?
• What is my retirement age?
• How much can I expect out of my current plan?

By how much does my pension need to grow for me to reach my financial target? Considering both mine and my family’s needs, what age can I retire at? We can answer all these questions and more for the client. With our clear, professional advice, the process becomes much easier.

Our most comprehensive service. Initially, we identify the pension structure that is right for the client. We then review the market, from both a pension and a fund perspective. Once this is complete, we create the pension that is best for them. Throughout the process, we are guided by our ‘four pillars’; trust, partnership, impartiality & service.

We help clients from a variety of different backgrounds and sectors. Our typical pension clients are generally in their 40’s and 50’s. Ideal Pure Finance clients include: Business owners eager to make drawings from their company/s in a tax-effective way; Sole traders worried about their retirement and financial well-being; Employees eager to review their existing pension plans and (potentially) explore other options.