Pre-Retirement Service

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Your retirement will be one of the biggest lifestyle changes you will ever face.

Whether you have time left to plan for this change or your retirement is imminent, we provide you with the tools, information and support you need to plan the transition into a rewarding and secure future.

Analysing Your Finances

The first step involves gaining a clear understanding of your likely income and capital needs in retirement. By creating a financial plan together we can help you assess this. We will then analyse your pensions and investments to see whether they will meet your needs.

This will include:

  • Reviewing your current and previous pension plans
  • Reviewing savings income yield. Is it enough? How can it be improved?
  • Checking efficiency. Can saving tax give you more income?
  • Seeing whether you can combine inflation-proofing with security.
  • Helping you shop around to turn pension funds into income.

With LEBC by your side you can enjoy retirement by design, not by accident.

Reviewing Your Financial Plan

Retirement could be the longest holiday of your life, so our services go beyond immediate retirement into later-life planning.

Reviewing your financial plan every few years in retirement will enable you to maintain your standard of living for longer, regardless of possible changes in your circumstances, such as bereavement or health setbacks. 

Important Information:

A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation.

Complementary Services

Create your tomorrow today. Learn more about the wide range of services available from LEBC.

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I am delighted with the services of LEBC Group and the financial solutions they have offered me to resolve my requirements and the ongoing high quality service both my Adviser and his team provide.

Private Client