Planning your Pension into Retirement

Planning your Pension into Retirement

Beaufort Wealth Management Limited work with clients planning their pension and into retirement.  We were interested to read common questions clients have about decumulation, which is the period post retirement.  Their articles and the insights shared echo our experiences.
These are in essence that individuals want to ensure they have the bedrock of guaranteed day-to-day income to cover essential bills, either from state pensions, payments from a defined benefit pension, annuity payments or a cash reserve.  Also, they are interested in investing where they have the ability to commit funds for the long-term.
The most common questions asked by clients entering decumulation, according to some advisers we questioned focus on how people can use the flexibility of pensions to suit their lifestyle. Read the full article here 



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We are a firm of highly experienced independent financial advisers based in Leamington Spa. Our core values are simple - integrity and professionalism - and have seen our business grow mainly through customer referrals and reputation.

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