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pensions

Introduction

While you are working, you control the level of your income but when you retire, you will find your options greatly restricted. You may even find your pension, however generous, just keeping up with the rate of inflation.

Pensions Investments

At Baker Gladstone & York, we specialise in pension investments and, with nearly a decade of analysing the pensions market on a daily basis, we can offer clients the benefit of our sizeable pensions experience.

We will review your existing pension arrangements, occupational or personal, and advise you whether they are as sound and tax efficient as they could be.

Choosing the right option

For those with existing pension arrangements there are three basic options. You can either leave pension funds where they are, move them to your current scheme or move them to your own policy.

For those without adequate provision, Baker Gladstone & York will analyse what extra contributions are needed to ensure your lifestyle and level of comfort continues into retirement.

For those who are not members of company-sponsored occupational schemes, we can advise you on how to set up your own policy.