​​​​Montgomery Associates

Montgomery Associates, investment managers Bath, investment management Bath, IFA, near Bath, investment managers chippenham, investment management Chippenham, wealth managers Bath, wealth management Bath, wealth managers chippenham.

Discretionary Fund Management and Financial Advice since 1973

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                        Pension options available in January 2015

                        Pension options available in January 2015

                        All the latest personal pension information can be found on the Government website under planning for retirement. However, this practical example of a client aged 72, considering retirement before 75 and with a fund of £200,000 may help to illustrate some of the various options available. The content of this article should not be taken as advice as your own circumstances may be different. All calculations and rates are accurate as at January 2015 and subject to change. Please
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                        Keith Montgomery Associates Limited is authorised and regulated by the Financial Conduct Authority.

                        Registered Office: Tallut House, Yatton Keynell, Chippenham, Wiltshire SN14 7EL.

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