Retirement Planning
We offer a full retirement planning service including :-

Advice on starting a pension

If you have not yet put in place a retirement plan, our pension consultants can provide you with full advice on starting a pension.  In very simple terms we can explain what pensions are and how they work.

Reviewing existing pensions

The Munro Partnership Limited have built up a very successful Pension Audit Department.  Over the years, many individuals have accumulated numerous different pension plans.  In our experience, many money purchase pensions are overcharged and invested in poorly performing funds.  Our Pension Audit Service provides full commentary on these points and offers advice as to any action that should be taken.

Download a guide to Pension Audits here .

Advice to those wishing to access their pension benefits

If you are nearing retirement and wish to discuss your options in respect of taking your pension benefits, The Munro Partnership Limited can provide advice on this very important area.  There are numerous options available as to how you structure your retirement income and advice should be sought.

Annuity purchase and income drawdown are  two retirement options you may have heard of. All of The Munro Partnership’s senior pension consultants have the Chartered Insurance Institute Advanced Pension Exam.

Download our guide to Retirement Options here.

We can also offer advice of the more technical aspects of pensions such as reviewing final salary arrangements and commercial property purchase using a pension.

You can This e-mail address is being protected from spam bots, you need JavaScript enabled to view it   or call him on 01292 269909 if you would like more information.