Retirement / Pension Planning

Maintaining your standard of living when you have retired from work is always one of the biggest challenges we face. Planning when to retire and how to pay for it can be an impossible task without thorough Financial Planning.

Retirement planning is not always about putting money into a pension; your income could come from many different sources. But wouldn’t it be great to know that you are going to have enough to pay for the life you want after work rather than just keeping your fingers crossed?

Our Retirement specialists work in tandem with the Financial Planners to give you an accurate picture of what you need to do to achieve your plans and will give you advice on your best course of action before, during and at retirement.



Experience and Expertise in Retirement and Pension Planning

At Lifetime we have a specialist pensions department that is focussed on providing the best advice possible to our personal and corporate clients. The team has over 150 years of combined experience in the pensions and financial services industry.

The department consists of: a Pension Director who is responsible for the overall strategy and direction of the department; fully qualified pension advisers; and a team dedicated to technical pension research and analysis.

The team delivers advice and service across the full spectrum of pensions, including:

  • Pre-Retirement
  • Post Retirement
  • Occupational
  • Auto Enrolment

Pension planning is a complex subject and we understand the importance a pension can play in someone’s life. We aim to simplify pensions for you and add value to your planning, so that you achieve the best possible income for your retirement.

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Read more about our Pension Professionals!

Find out how our pension professionals stand out from the rest

Read glowing testimonials for our pension professionals

Please have a look at Lifetime’s animated video, based around the ‘Big Questions’ we all have to strive and answer, in order to live the life we want to live. A proper financial plan – a life plan – is something that we all should look to put in place.

And here is our Pensions Manager Tom Nelson, trying to tell people that ‘there are easier ways to talk to him about your pension pot’………!