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Guides

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.

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.

Adviser guides written for LV=

These are guides for adviser written for and sponsored by LV=.and for advisers

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I have published a number of guides which are now out of date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

Local office
Guildford, Surrey

Call: 07730 435 657

Better Retirement
Head office
Leeds Innovation Centre
103 Clarendon Road
LEEDS, LS2 9DF

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.