Pensions - Heritage Financial Planning

Pensions Posts

Keep up to date with the latest financial news and updates from the team here at Heritage Financial Planning.

What can you do with your pension tax-free lump sum? Pensions

What can you do with your pension tax-free lump sum?

If you are over 55 (or not far off) and ...
Is an annuity a good option? Pensions

Is an annuity a good option?

A lifetime annuity is a retirement option that is often ...
couple reviewing their pension and savings to retire at 60 Pensions

Do I have enough to retire at 60?

If you are heading towards 60 and have had enough ...
What income can a £100k pension provide? Pensions

What income can a £100k pension provide?

According to the Office for National Statistics, the average pension ...
3 biggest mistakes of pension drawdown Pensions

The 3 biggest mistakes of pension drawdown

Drawdown can be a great pension option as it gives ...
Grandmother and granddaughter looking at the state pension Pensions

Is the state pension enough to live on?

November 2023 If you’re starting to think about your retirement ...
What will a million-pound pension get me? Pensions

What will a million-pound pension get me?

A £1 million pension pot is an admirable goal. It ...
How pension drawdown crystallisation works Pensions

How pension drawdown crystallisation works

If you are coming up to retirement, you may have ...
couple discussing tax-efficient pension income with drawdown Pensions

How you can take tax-efficient pension income with drawdown

Even in retirement, there is no escaping the taxman, and ...

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We are a family run business of Independent Financial Advisers, that specialises in providing trusted advice from navigating retirement and optimising your income, through to buying your first home. You will always be treated as a person and not a number, with many of our clients having been with us for decades.

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