Consultation
Retirement Income Review
Map State Pension timing, workplace pots and drawdown choices into a sustainable income picture.
From £550 · Fixed fee from £550
We line up State Pension forecasts, defined contribution pots, any defined benefit statements and other savings so you can see how income might look year by year. Sequencing — which pot to draw first, when to take tax-free cash, and how to leave a buffer — is discussed in plain language before you commit to a path.
Who it suits
People within five to ten years of leaving full-time work, or already drawing pension income
Outcome
A clear view of expected retirement income sources and sequencing options