PENSION PLANNING
Make sense of your pensions and plan for the retirement you want
Whether you have one pension or several from different stages of your career, we can help you understand where you stand and what your pensions could mean for your future.
Your pension is part of a much bigger retirement plan
Pension planning starts with understanding what you already have, what you would like retirement to look like and whether your current arrangements support those plans.
MG Shaw can review your pensions alongside your wider savings and investments, then explain what appears to be working well and where changes may need to be considered.
HOW WE CAN HELP
Get a clearer picture of your pensions
Understand what you have
Bring together information about your existing pensions so you can see your position more clearly.
Plan for retirement
Start with the lifestyle and goals you have for retirement, then consider what your finances may need to support.
Review existing pensions
Look at your current pension arrangements alongside relevant savings and investments to understand how they fit together.
Consider whether changes are appropriate
If changes could better support your goals, MG Shaw can explain the options and recommendations.
Keep your plan on track
Regular pension reviews can help keep your arrangements aligned with your circumstances and retirement plans as they change.
Take care of the administration
Once you decide how to proceed, MG Shaw can help with the paperwork involved in putting agreed recommendations in place.
OUR PENSION PLANNING SERVICE
From understanding your pensions to planning ahead
Your Goals
We start by understanding what you want your future and retirement to look like.
Your Pensions
We review your existing pensions and other relevant financial arrangements.
Your Plan
We explain any recommendations and how they could support your goals.
Ongoing Reviews
We continue reviewing your position before and during retirement as circumstances change.
What do you want retirement to look like?
Retirement planning isn’t only about reaching a particular pension value. It’s about understanding what you would like to do with your time and what level of income may be needed to support it.
Travel
Time with family
Hobbies & interests
Greater financial freedom
WHY CHOOSE US
Advice you can understand. People you can trust.
Financial planning does not need to feel complicated. We take the time to understand where you are, where you want to be and explain your options clearly.
Independent
We can advise across your finances and consider products from across the market to find options that fit your needs.
Bespoke
Your circumstances, goals and priorities come first. We take the time to understand what matters to you before making recommendations.
Value
Our advice aims to help you make informed financial decisions while giving you greater confidence about your future.
Integrity
Recommendations are made with your best interests at the heart of the advice we provide.
Trusted by our clients
LET'S TALK
Ready to take the next step?
Book a free, no-obligation initial consultation and let’s talk about your goals and how we can help.
The value of investments within a pension can go down as well as up and you may get back less than the amount invested. The Financial Conduct Authority does not regulate taxation advice