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At-Retirement

 

 

Choices and Decisions:

 

• Whether to take some tax free cash or not

• The implications of part time work or            keeping working

• Starting to take income from your                 pension pot tax efficiently

• Building in flexibility around future              income levels

• Maximising death benefits and provision      for ill-health

• Ensuring your money will not run out

• Minimising the risk of your investments

• Maximising tax efficiency around passing    wealth to the next generation

• Making provision for later life.

 

The tax treatment is dependent on individual circumstances and may be subject to change in future

Dore Financial Ltd is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.

Registered office address The Old Co-Op, 69 High Street Dodworth, Barnsley, South Yorkshire, S75 3RQ. Registered in England & Wales, Reg No: 05780378

The On-Line Partnerships Limited’s FCA registration number is 1926383

Both can be checked on the FCA website www.fca.org.uk/register or contacting the FCA on 0800 116768

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