Whether you are approaching retirement or still furthering your career, considered planning is crucial to ensure a comfortable retirement. Pension assets often form a large part of retirement planning and are becoming more complex in nature. As such, it is important to obtain good quality advice to ensure your plans for retirement are on course. We will regularly review your position and work with you to help you achieve your retirement ambitions. We take a target orientated approach based upon conservative projections of all investment and assets allocated to provide for your future retirement income. 

It is important to save regularly to provide a realistic sum at the point of retirement. For example a sum of $1m should be sufficient to sustain an income for life of $50,000 per annum. We normally recommend a mid-term savings plan which is an alternative to a conventional pension plan in the international expatriate community. 

We would be pleased to undertake a review of your current provisions and provide projections of these and the future planning required to ensure that you achieve your personal pension target. 

After careful consideration of all providers and products in the market we place as have selected one provider (Royal Skandia) that we believe offers a competitively priced regular savings product with access to a substantial range of internal and external investment funds.

Preferred Regular Savings Provider

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