Retirement & Pensions

Plan for a secure future and live life to the full

Retirement should be a time to enjoy the life you’ve worked hard for; not a time for financial uncertainty. At Strategic, we help you build a pension strategy that supports your future lifestyle, giving you the freedom to retire on your terms with confidence.

Whether you're just starting to save, reviewing existing pension plans, or planning how to draw your retirement income, we provide expert guidance to ensure your financial security in later life.

How we help you prepare for retirement

Pension planning

Whether you're employed, self-employed, or a business owner, we help you understand your pension options, from workplace pensions to SIPPs (Self-Invested Personal Pensions) and SSAS (Small Self-Administered Schemes).

Pension reviews & consolidation

If you have multiple pensions, we help you review and consolidate them where beneficial, ensuring your funds are working efficiently and aligned with your retirement goals.

Income options in retirement

We guide you through your drawdown options, annuities, and other income strategies, helping you make the best choice for a financially secure retirement.

Tax-efficient retirement planning

Make the most of your retirement savings by minimising tax liabilities and ensuring your pension withdrawals are structured efficiently.

Long-term care planning

As we live longer, planning for potential care costs in later life is essential. We help you understand your options and create a financial strategy that ensures security and peace of mind.

Why retirement planning matters

A well-structured retirement plan allows you to:

Retire when you want

Achieve financial independence on your terms.
Make informed decisions

Understand how to maximise your pension.
Optimise tax efficiency

Keep more of your hard-earned savings.
Enjoy peace of mind

Feel confident that your future is financially secure.

Get retirement ready with confidence

It’s never too early, or too late, to start planning for retirement. Whether you want to travel, spend time with family, or pursue new passions, we’ll help you create a strategy that supports the retirement lifestyle you deserve.

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