Pensions & retirement planning

We all need to think about pensions and planning for retirement, preferably sooner rather than later. Tees can help you make the right arrangements.

Cara Lambert, Bishop's Stortford

Good to know: All the financial services provided by Tees in this section are regulated by the Financial Conduct Authority and not by the Solicitors Regulation Authority, which regulates our legal services.

Advice on pensions and retirement planning

Your pension is your security for your future. It's there to make sure you can live comfortably in retirement, and enjoy life! We've helped lots of people through the complex world of pensions. At Tees, we understand how pensions work down to the finest detail. So we can help you find the right answer to the important questions, such as:

  • Do I need a personal pension, stakeholder pension, SIPP or employer scheme?
  • When will I be elibible for the state pension?
  • What happens if I have more than one pension?
  • How much is my pension worth?
  • How much of my pension pot should I take as a lump sum?

We'll give you the clear, practical answers you need. Then, our financial adviserrs will help you plan for the future effectively. 

We make it easier for you

Good pensions and retirement planning will help you make sense of a complex and confusing system. And it’s not just about thinking ahead – if you’re approaching retirement, you’ll need advice on whether to take an income or lump sum. No matter what your personal situation, our pensions advisors will steer you in the right direction.

We'll look at every detail, so your pension works the hardest it possibly can for you. We'll make sure you're fully informed of the options available to you, and how they affect your future.

How we can help

We have all the experience and expertise you need. We take the time to understand your circumstances and your hopes for the future. Based on that, we give you realistic, practical advice, and help you decide what type of pension would suit you best. We also scour the market to find the product that’s right for you.

We do all the hard work

We do all we can to make pensions and retirement planning simple for you. We explain how they work and help you set a suitable level of contributions. We review your pension and retirement planning every year to ensure you remain on track, and we keep you up to date with the progress. If you’re close to retiring, we’ll help you decide the best way to take the money and manage the rest of the pot so it serves for the rest of your life.

Our service covers it all

We can also combine your financial planning and legal management. This way we get to understand you better, and can adapt plans to suit your changing needs. And you get to save time and money. The sort of matters we can bring under this single service include:

  • Inheritance tax planning – will writing, power of attorney arrangements
  • Family law – protection reviews, pension sharing, savings for children, school fees
  • Trust law – investments, diversification, advising trustees, long-term care
  • Commercial/employment law – business protection, pensions, auto enrolment 

What to do next

We build our service around your needs and your plans. We listen to what you have to say, and we act on what you want to achieve. We are regulated and authorised by the Financial Conduct Authority, which means we are accountable for all the advice that we give.

Our expert pensions advisers will talk to you in plain language and spell out your options so you know exactly where you stand. And you can be sure that all our advice and recommendations will be focused on getting you the best possible result.

To find out more, give us a call – we offer a free consultation and can even visit you at home if that’s more convenient. Tell us what you want to achieve and we’ll let you know how we can help.

Call our specialist Financial Advisors on 0800 013 1165

For a free initial consultation at no obligation. Alternatively, please fill out our enquiry form and an advisor will contact you.

Enquiry form

Mr T & Mrs N Smerdon

Huntingdon

Kieron was able to explain things to us in simple terms which we understood and even made pensions sound interesting!   You can tell that he loves what he does and really knows his stuff. He has a friendly approachable manner and we look forward to working with him again in the future.

We understand your situation and our expert team are here to help

Get in touch to speak with someone who can help you move forward.

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Tees Notice

The financial services provided by Tees on this page are regulated by the Financial Conduct Authority and not by the Solicitors Regulation Authority, which regulates our legal services.

Learn more