Retirement & Pensions

In today's uncertain economic climate, planning in advance for your retirement is vital to ensure that you have the capital to fulfil your plans and aspirations after you finish working.

Retirement & Pensions

Contact us to arrange a complimentary initial, no obligation discussion regarding your future.

01579 348 080
info@bateman-financial.co.uk

Over recent years there has been considerable political comment and press coverage regarding the level of the State Retirement Pension. Increasingly, the latest generation of retirees are finding that they will require more money for their life after work than the state pension can offer.

In today’s uncertain economic climate, planning in advance for your retirement is vital to ensure that you have the capital to fulfil your plans and aspirations after you finish working. The Government is encouraging more people to build up a pension fund of their own.


Please Note

Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Tax Incentives

Pension funds in the UK benefit from significant tax incentives. These include allowing for any growth in the value of the pension fund to be free of tax. Under current legislation no benefits can be taken before age 55 except in exceptional circumstances.

Additionally, any contributions made to the pension fund by either you, or your employer, will qualify for tax relief within permitted limits.

Please Note

Tax rules may change in the future and will depend on individual circumstances.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Our Newsletters

Common sense financial advice from professionals.

View Newsletters

Get in touch with us...

We understand that the financial world is often seen as a daunting and confusing place and we aim to guide you through the often difficult and life-changing decisions that you will undertake as you plan for you and your family's future financial security. We offer all our new clients an opportunity to meet face-to-face with one of our advisors to help assess your financial requirements and to offer you advice on your best course of action in future. This initial consultation is strictly confidential, can take place at our offices, in your home or on the telephone and is complimentary, with absolutely no obligation on your part. If you would like more information, or would like to arrange a consultation, please contact us.

01579 348 080

info@bateman-financial.co.uk

Our Address:
Scawns House
Menheniot
Liskeard
Cornwall
PL14 3QP

If you are unhappy with our service
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:
Quilter Financial Planning Complaints Department
Riverside House
The Waterfront
Newcastle upon Tyne
NE15 8NY

Email: QFPcomplaints@quilter.com
Tel: 0191 241 0700

You can find more information by visiting the Quilter Financial Planning website:
http://www.quilterfinancialplanning.co.uk/contacts/

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)



    How may we contact you?



    I have read the Privacy & Cookie Policy
    Sign up to the BFM Newsletter

    Important Coronavirus Update - We have initiated our Business Continuity Plan. Our main office is closed and the team are operating remotely. Please leave a message on 01579 348080 or email info@bateman-financial.co.uk and someone will respond to as soon as possible.