Will you have enough?

Most people will agree that the aim at retirement is to enjoy the quieter years of one’s life in as much comfort as possible. Sadly, many individuals fail to make adequate provision for a period that can also be the most expensive. Think about it; during your working years, you spend most of your time, well, at work. You receive your salary which goes towards meeting the various obligations and responsibilities of day-to-day life.

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.

Careful strategy

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.

Being rewarded for a lifetimes work.