Planning at Retirement

In today’s world, retirement can take many forms. It can be full retirement or phased. For some it is an opportunity to do what they have been dreaming about, and that can take money.

Retirement is also more than having a pension. It is a time when you can review all your assets, and use them all in an integrated plan to deliver cash or income when it is needed.

We can also help our clients plan for the costs of care in later life should it be needed.

The scope of planning at retirement

Retirement is a critical point in the lives of many people.

It is a time when you have more time on your hands, and so may want to have money available to enjoy your interests to the full, whether travel, hobbies or grandchildren!

It is also a time when you can start to think and plan about later life, and the potential need for care, whether in your own home or not. And it can be a good time to start thinking about passing on your wealth to the next generation.

To get the best out of this time, careful planning is essential.

Will your private or final salary pensions give you the income you really need? Worried about whether you’ll be facing a comfortable retirement? Book a pension review today. We will meet you at your home at a mutually convenient time to look through your pension options (Birmingham, Derby, Derbyshire, Burton on Trent, Staffordshire area, London).

Trust us… we’re experts

Our Advisers hold Chartered and Certified qualifications, ranking amongst the highest in the profession. Our highly qualified team of experts are above the FCA minimum standard for advisers. In 2008, we were the first joint practice to be awarded the new British Standards ISO 22222 International Financial Planning Standard by the Chartered Insurance Institute.

Our Managing Director was asked to be an assessor of the new standard helping to disseminate ‘best practice’. This measures the ability to deliver a consistent holistic financial planning service to an extremely high technical standard.

In 2013, we became the only firm to be awarded the BS85777 accreditation by the Chartered Insurance Institute. When the Chartered Insurance InstituteI relinquished their UK licence to maintain the above awards, Clear Solutions withdrew from the accreditation and no longer hold either accreditation.


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Clear Solutions Wealth and Tax Management Ltd are registered with the Financial Conduct Authority.
Registration Number 429206-007
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Contact 01283 730080
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