Like most people you may have moved jobs a few times in the past. As you change jobs you may start to accumulate pension benefits in different employer pension schemes. When you leave a job you will have to decide what to do with the pension benefits you may have built up in your former employer’s pension scheme.
Choosing the right option can be a daunting task. At Infinity Financial Planning we will explain the choices available to you in simple language helping you to make an informed decision.
We will guide you through the process of helping you to make sense of your various options both now, and the drawdown options at retirement. We can assist you in developing a well-researched and diversified investment strategy, which is compatible with your attitude to and capacity for risk and designed to achieve your goals as far as possible.
We can provide a personalised service where we will get to know you, your financial needs, attitudes to and capacity for investment risk and ultimate goals. We will guide you through the basic elements of investing – risk and return, diversification and your own attitude to risk – and ensure you understand what’s at stake.