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Guides

Retirement Advice

A new guide ‘Retirement Advice - an art or science?’ – has launched, to help advisers to better understand the uniqueness of the issues surrounding the provision of retirement advice.

The guide, commissioned by Prudential, has been written to support advisers to reconsider their own retirement advice processes to see whether they can help more people get better retirement outcomes by developing cost-effective advice services.

This guide will be available soon

Retirement is a journey (client version)

In my reader friendly guide, "Retirement is a journey not an event - your questions and answers" I look at the key issues as you journey from full time work to full time retirement.

For most people there are four distinct stages in the retirement journey: Before you retire - When you retire - During your retirement -Your later life

Download the guide for free now

Retirement is a journey (adviser version)

This guide is a more technical version of the customer guide and includes a section on transfers from final salary schemes and sections on managing a drawdown plan.

If you want more in-depth information about your retirement options, download a copy of this guide.

Workplace

If you help run a pension for the people working in your business you should be helping your employees and senior managers make the right pension decisions

This guide explains the services offered by Better Retirement

You and Your Pension Pot - a guide to retirement options for the over 50's

When you retire, or after age 55, you can convert your pension pot into cash or income in any way you wish. After taking 25% of your pension tax free, you can take the rest as a cash sum (less tax), purchase an annuity or invest in drawdown. 

My popular and acclaimed guide 'You and Your Pension Pot', explains all of your options.

Fixed Term Income Plans

This guide explains the advantages and disadvantages of investing in Fixed Term Income Plans, sometimes known as Fixed Term Annuities

Archive

I have published a number of guides which are now out of date

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If you want to make the most of pension freedoms you should start planning ahead and make sure your financial affairs are in good shape in the years running up to retirement.

William Burrows

William Burrows

Offices in London and Northampton

Call: 07730 435 657

Better Retirement Group Ltd
400 Pavilion Drive
Northampton
NN4 7PA

If you need help or advice - Contact us

As one of the most respected specialist retirement advisers, William Burrows and Better Retirement will be pleased to help you make the right decisions at any stage of your retirement journey.

Call or email now for a free and without commitment chat.