No-one likes to think about getting older, but it’s now that you need to make sure your retirement will be a comfortable one. Start saving for when you don't want to work as hard and discuss the benefits of putting all the personal and workplace pension funds you’ve got from moving jobs together.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
The value of investments can fall as well as rise. You might get back less than you invested.
Savings & Investments
You might have received a good bonus or redundancy pay-out from work, or a generous inheritance from a deceased family member and need to invest a lump sum, or perhaps you want to save a regular amount for when you retire. Either way, these options could be what you need.
Talk to an expert
Send a message to one of our experts at Moneytree Wealth Management and we’ll get back to you as soon as possible to help.
- Free initial pension health check
- Free initial investment health check
- Free initial mortgage review
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