Pension Advice


Everyone wishes to maintain their present lifestyle into retirement. The challenge is ensuring you have the finances in place to achieve these goals. Decisions you make now can have a big impact on your retirement income and lifestyle; so it is important to get the right advice.

Altis Management have access to Pension experts, offering advice on tax-efficiency and making sure you are saving enough into your pension to get the best that life can offer in your golden years.

Having built up sufficient assets, we look at how best to draw from those assets to achieve the level of income you require. That may be income from a combination of annuities and investments.

A little preparation done now, can pay dividends later and open up many more options when you come to retire. We will make sure that the plans put in place are relevant to your personal circumstances.

Retirement is not always an absolute; it may be that you gradually retire and reduce your work commitments, over-time. You would then need to be flexible with the level of income you receive. Moreover, the level of investment risk you are comfortable with could change over time.

Whatever your circumstances, expert advice is close-at-hand to help you make the right tax efficient arrangements to fund your retirement and a solution that is right for you.

Altis Management offer access to expert pension advice in the following areas;
Personal Pensions
Stakeholder Pensions
SIPPS
Annuities
Drawdown