Retirement Life Planning

Most people try not to think too far into the future regarding their finances, instead trying to live in the ‘here and now’ whilst enjoying a stable, regular and comfortable income. Were you aware of the benefits that planning ahead can offer? Why not speak to a member of the team at Sage Wealth Management today who can help you to maximise your pension and plan your retirement in advance of that landmark day.

Tax Relief On Pension Contributions

Maximising Your Pension

Contributions made by an individual receive tax relief

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Free Pension Advice

Planning Your Retirement

When you retire, you may be able to withdraw 25% of your savings as tax-free cash, depending on the type of pension you have.

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Over 50s Life Insurance

Nearing Retirement

Before you enter retirement it is important to seek necessary advice. We recommend preparing your finances at least two years before you plan on retiring.

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Tax Efficient Investments

Self-Invested Pension Plan

A self invested pension plan (SIPP) allows you to save towards your pension in a tax efficient and flexible way.

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The value of a pension with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.