A Pension is a long-term investment not normally accessible until age 55 (57 from April 2028). The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. Workplace pensions are regulated by the Pensions Regulator

In the often complex world of retirement planning, our specialist knowledge and experience can provide simplified guidance to both private individuals and companies so that they can better meet
their income needs in retirement

Baxter Pearse Content Image 1.jpg

Pre-Retirement

For companies, we specialise in Auto-Enrolment and Staff pension arrangements and personal pension plans for individuals. We also advise on Self-Invested Personal Pension Plans and Small Self Administered Schemes. Equally, we can help you arrange your first pension arrangement or review plans which you may have accrued to date to check that they still fulfil your requirements and expectations

Baxter Pearse Content Image 2.jpg

At Retirement

There are many different options available to pension investors when it is time to take their benefits. Each option, in respect of tax-free cash and income, needs to be considered in depth with the help of an expert.
We have the expertise to guide you through the merits and disadvantages of all of the options to ensure that you make the right choices at a very important stage of your life.