Privacy Policy

The Premier Partnership Limited

01283 711 222

  • Home
  • How we can help
  • Get in touch
  • Communications
    • Blog
    • Newsletters
    • Investment Reports
  • Wealth Hub
    • Client Portal
    • The App
    • Market Data
    • Platforms
  • Meet the team
  • More
    • Home
    • How we can help
    • Get in touch
    • Communications
      • Blog
      • Newsletters
      • Investment Reports
    • Wealth Hub
      • Client Portal
      • The App
      • Market Data
      • Platforms
    • Meet the team

01283 711 222

The Premier Partnership Limited
  • Home
  • How we can help
  • Get in touch
  • Communications
    • Blog
    • Newsletters
    • Investment Reports
  • Wealth Hub
    • Client Portal
    • The App
    • Market Data
    • Platforms
  • Meet the team

Pension and Retirement Planning

You may be aware that there have been a number of changes to the way in which you will be able to take your pension benefits. You may be confused about all the pension changes, or quite simply just need a bit of advice to choose the correct path – we can help.


We can help with all aspects of pensions, annuities and retirement planning.


You should also be aware that you need to take into account various factors in connection with accessing your pension fund. We will discuss these with you during our meeting.


Factors to consider

  • Your state of health,
  • Whether your pension savings offer any form of guarantee,
  • The ongoing needs of your partner and/or dependants,
  • The effect of inflation,
  • Whether you have considered all the options available to you,
  • Whether you will have a sustainable income in retirement.
  • What the tax implications are.
  • Whether you understand the charges involved,
  • The impact on any means tested benefits.
  • Do you have debt – how will taking your pension affect this?
  • Are you aware of pension and investment scams and what they look like?


What does retirement mean to you?

  • Do you want to stop working altogether, keep working as long as possible, or gradually reduce your working hours?
  • Do you have a specific age in mind?
  • Will you need to sell any assets, such as a business or a property?

 

How do you want to live in retirement?

  • Are there any once in a lifetime dreams you want to fulfill?
  • Have you any plans to move abroad, or purchase a second property?
  • Do you anticipate living in your current house or downsizing?
  • When will you need to generate retirement income and how much?
  • Will you need your income monthly, quarterly or annually? Does it have to be paid on the same day?


How much risk can you afford to take with your income?

  • Does it matter if some or all of your income fluctuates, or goes up or down? 
  • What other income sources or assets do you have available?
  • How important is certainty of income, is there a minimum you need to meet?
  • Will you need your income monthly, quarterly or annually? Does it have to be paid on the same day?


Preparing for the worst

  • How healthy are you? Do you have any illnesses or any concerns about how long you might live, or require income for?
  • Do you have any future financial obligations to meet, such as debts?
  • Do you have dependants, such as family, who would be reliant on your income when you die? When if at all, would this dependency end?
  • Do you wish to leave an inheritance?
  • Should you need specialist care in later life, do you have any views on what type of care you would prefer?



Please do not hesitate to contact us for any advice in relation to your retirement planning

Contact Us

Drop us a line!

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Better yet, see us in person!

We love our customers, so feel free to visit during normal business hours.

The Premier Partnership Limited

5 Pebble Close Amington, Tamworth B77 4RD

01283 711 222


Copyright © 2025 The Premier Partnership Limited - All Rights Reserved.


The value of your investment can go down as well as up, and you can get back less than you originally invested. 

  THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE WILL WRITING AND TRUST ADVICE.  


 Complaints – In the first instance please contact kerry arnold-herrick - If you are dissatisfied, you are entitled to make a complaint.  Please be assured we treat complaints seriously.  For your further protection, if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS).  Full details of FOS can be found on their website at www.financial-ombudsman.org.uk 



The Premier Partnership Limited is authorised and regulated by the Financial Conduct Authority (FRN 209446) Registered Office Address: 5 Pebble Close Amington Tamworth B77 4RD Registered in England and Wales No: 2794326. 


  • Privacy Policy

This website uses cookies.

We use cookies to  analyse website traffic and optimise your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

DeclineAccept

Have you downloaded our app?

Blogs, Client Portal, Newsletter

Learn more