Whether retirement is on the horizon or still a few years away, now is the time to take control of your financial future.

To help you feel more confident about your plans, Chase de Vere, IPSE’s trusted independent financial advice partner, is offering complimentary 30-minute virtual drop-in sessions.

These relaxed, one-to-one sessions are a chance to check in on your progress — or ask the questions that matter most as you plan the next stage of your life.

Topics you might want to explore include:

• Are you on track to retire when and how you want?
• Are your pension funds performing as they should?
• Should you consolidate old workplace pensions?
• Is it more tax-efficient to take profits via pension contributions from your limited company?
• Could you reduce your tax bill by adjusting your pension strategy?
• Can your spouse benefit from pension contributions or extra planning?
• How do you structure your pensions, savings and investments to create the income you’ll need?
• What’s better for you — annuity or income drawdown?

Whether you’re planning ahead or preparing to retire soon, this is a valuable opportunity to get practical guidance and peace of mind.

Whether you’re planning ahead or preparing to retire soon, this is a valuable opportunity to get practical guidance and peace of mind.

Appointments are available on:

• Tuesday 24 June
  • 9.00am – 12.00pm
• Wednesday 25 June
  • 9.00am – 12.00pm

Please note: these sessions provide general guidance only and do not include personalised financial advice.