Secure your future with expert, independent pension advice tailored to your needs.

Pension

Today, many people can expect to enjoy decades of life after reaching retirement age, making it essential to have a well-structured pension plan in place for financial security. At Apex, our pension expert provides tailored advice on pension plans for companies and individuals, including employees, the self-employed, and company directors.

We assess each client’s unique circumstances, existing pension provisions, lump sum and retirement options, tax implications, available tax reliefs, and all other key aspects of pension planning. With numerous changes to pension legislation in recent years, retirees now have more options than ever. Modern pensions often allow you to retain savings in a retirement fund and withdraw income as needed. Additionally, in the event of your passing, your savings may be transferred to your spouse or estate.

If you need further guidance on pensions or retirement planning, don’t hesitate to contact us for independent and impartial advice.