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Pre and Post Retirement Planning

We all look forward to a comfortable, free from money worries, retirement, but will it be?

If we believe what we read, see, or hear, in the media, very few people will ever achieve that goal.

In Pre-Retirement, Accord will analyse what you already have in place by
way of pension savings and other assets, calculate what they are likely
to produce for you at your chosen retirement date, compare that with
your stated retirement needs and in the event of a shortfall make
specific recommendations in writing as to how best to achieve your goals.

In Post-Retirement, Accord will analyse what you have already
accumulated by way of pensions and other assets, then make a
written recommendation as to how best to utilise what you
already have in order to improve your retirement income
or / and reduce your tax.

 

 

 


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