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As well as arranging new contracts, a large part of our business consists of advising our clients on maximising their income from their existing pension plans via annuity purchase and other suitable products such as Income Drawdown plans.

As retirement age looms, you will be bombarded with a mass of paperwork detailing all kinds of options available to you. Simply ticking boxes and choosing the default option offered to you could prove extremely costly to you in lower benefits over the years.

 It is absolutely vital that you choose the right option for you.

This might include any of the following:

  • Single life annuity with 10 year guarantee of payments

  • Joint life annuity with 50% payments made to your spouse should you die first

  • Enhanced annuity, suitable for retirees who have qualifying medical history/ailments, or lifestyle factors e.g. high blood pressure, heart disease, high cholesterol, diabetes, cancers, smokers etc.

  • Unsecured Income via Income Drawdown plan

Contact us to arrange a free meeting to discuss all of the options available to you and which retirement solution best suits your circumstances and goals.

Prism Independent Financial Management is registered in England & Wales No. 5294999
Registered Office 46 High Street, Haverfordwest, Pembrokeshire, SA61 2DA
Authorised & Regulated By
The Financial Conduct Authority

Financial Advice Haverfordwest - IFA Haverfordwest - Financial Adviser Haverfordwest - Pensions Haverfordwest