RWB Wealth’s specialist pension advisors can help you accurately access the provisions you expect to need in order to maintain the standard of living you want in retirement.
Our pension forecast service can give you a realistic view of whether your projected pension pot will allow you to continue to live comfortably.
If your state and private pension plan do fall short, our expert pension advisors can support you in adjusting your finances aiming to make up the shortfall and provide enough for the future.
RWB Wealth also offers tax advice on flexibly accessing your pension, purchasing an annuity, and the other options available.
If you’re facing divorce proceedings, RWB Wealth can advise you on how to protect your personal pension.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.