Why do you need financial advice for your pension?
For most of us, a pension is the most important savings vehicle we have. The capital we build up needs to provide us with an income that’s sufficient to maintain our standard of living after retirement, and ensure a secure financial future for ourselves and our families. However, there is more to managing a pension than simply choosing the best one. A financial adviser can help ensure your pension accounts for fees, taxes, your annual allowance and your other circumstances.
Require a professional pension advisor?
At Sanlam, we understand that pensions form the cornerstone of financial planning for retirement. We also offer pension advice and access to a variety of other savings vehicles that can make your savings go even further in later life. These include maximising your individual savings account (ISA) allowances and any other assets, such as rental properties.