Pensions & Retirement Planning

With people living longer than ever, you need to ensure that the money you have now – or are building – lasts through your entire retirement.

At Hexagon Wealth, we will help you achieve your retirement goals. Your adviser will work closely with you to understand your current position and establish your needs. Key considerations can include making the best short-term use of any lumpsum payment and maximising your income in the long term, selecting and dealing with your pension provider, explaining the system of state benefits and understanding tax implications.

Your adviser will work with you to create a financial plan to take you through the whole of retirement. They will take you through a comprehensive process – backed by impartial research – to make sure you get the best value in terms of services and products. These can range from simple personal pensions, Self Invested personal Pensions (SIPPs), Small Self Administered Schemes (SSASs), to more complex or unusual pension investments.

Once we have established the right plan for you, we will provide you with an ongoing programme of regular reviews designed to ensure you build and develop your wealth.

Important information

The value of investments and income from them may go down. You may not get back the original amount invested. The Financial Conduct Authority does not regulate tax planning or trusts.