Cane Cohen Chartered Financial Planners

Retirement Planning

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We provide a comprehensive retirement planning service, whether you are retiring shortly, already retired or are simply planning ahead.

"The art of living easily as to money is to pitch your scale of living one degree below your means."
Sir Henry Taylor

 
 
Pensions is one of our key specialisms and our Chartered Financial Planner (starting 1st May) holds the accredited CII G.60 qualification for Pension Transfer and complex pensions work.
 
For Pension Transfer work we work in conjunction with several respected actuarial firms for analysing your existing benefits.
 
If you are planning in advance we can prepare for you a projection of likely benefits at retirement from all your pension sources (including State pension benefits), relate this to your retirement income needs and help you plan for any shortfalls indicated.

 

We will be pleased to assist you if

  • you are looking to start a pension
  • you are about to retire and want to examine your options
  • you are retired and wish to look at your existing arrangements
  • you have existing personal or employer arrangements you wish to review
  • you want to know how best to plan for your retirement

We are pleased to have a free and no obligation discussion with you regarding your arrangements or to answer any questions that might have.

Please do not hesitate to contact us.

You can read further about how we work on our New Client's page.

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        Glossary of pension terms.

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Authorised and regulated by the Financial Services Authority.
 
 
Cane Cohen Ltd, Pean Hill Park, Pean Hill, Whitstable, Kent, CT5 3BJ
Telephone : 01227 379200    Fax: 01227 479009
 
All content on this site is for information only and no actions should be taken without first taking appropriately qualified advice. Cane Cohen Ltd accept no liability for actions taken, or plans made, based on the content of this site. The value of investments can fall as well as rise.