Retirement Planning

Whether you are trying to accumulate money for a retirement years from now, or trying to consider the bewildering number of options available at retirement, PFP can provide you with a tailored plan to meet your needs.

Our retirement service can review your existing pension arrangements, ensuring that investments are relevant to your needs and that excessive and outdated charges are highlighted and consolidated into fairer, more suitable contracts where appropriate.

With everyone living longer than ever before, it is important to ensure that when you stop working, your financial plan is in place and is reviewed regularly to ensure that it continues to meet your objectives. The calculator below can give you an idea of your average life expectancy and how long your pension may need to last for.

Life Expectancy Calculator

Clients of PFP are provided with access to their investments via our secure client portal:

Download the True Potential App: