Planning for retirement is a key issue for many and our Account Managers can advise on how best to organise pension arrangements to take full advantage of their beneficial tax treatment. We operate our own SIPP facility to ensure the highest professional standards and a seamless interface between the pension wrapper and the investment and advisory services related to it. The Whitefoord SIPP was introduced to enhance the efficiency of the service our Clients receive.
We also offer advice to Members and Trustees of Small Self-Administered Pension Schemes (SSASs) with the administration of such schemes carried out by specialist 3rd party providers. Advice provided to our SSAS Clients is not regulated by the Financial Conduct Authority (FCA) apart from advice related to pension transfers and Investment Strategy.
Our services include advice from our pension specialists on the merits of transferring pension benefits.
For those in retirement, advising on sustainable drawdown from their pension portfolios is an important area of advice in which we can assist and our portfolios can be managed with retirement income objectives in mind.