Covered….whatever your plans
When you retire, you suddenly have a lot more time on your hands and, for most, the aim is to spend this time at leisure. Without a regular salary, however, time spent at leisure can seem more expensive than it did when you were working so it is essential that your income during retirement is up to par.
At Lewis Bentley Group, we aim to adhere to a plan that prioritizes growth in the earlier years and preservation as retirement nears. This is achieved by targeting growth levels and, each year, locking away profits into our special tax-efficient fixed income vehicles. At retirement, a lump sum is available to you which can then be used to purchase an annuity from a pension provider or merely left to generate income from a bond.
Managed for the long haul
It is critical that the retirement plan is reviewed on a regular basis to ensure that the plan is on target to achieving the most up-to-date view of each client’s retirement concept.