Pensions
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Your questions, answered
Which is the right pension for me?
There are many different types of pensions – personal pensions, self-invested personal pensions (SIPPs), defined contribution and defined benefit workplace pensions, and the State Pension. Understanding which options work for you and how much you should be saving will increase your chances of achieving a comfortable retirement lifestyle.
When can I retire?
With the help of cashflow planning, we can help you understand when you can afford to retire. You might even discover you can stop working earlier than you thought. If we discover a shortfall between your plans and your pension pot, we‘ll help identify solutions so that you can reach your goals.
Will I run out of money in retirement?
A happy, fulfilling retirement can only be achieved if you have financial security. Financial planning allows you to discover how much money you’re likely to need throughout your retirement and create a plan to help you reach your financial goals if you’re not quite there yet.
Could I use my pension to save tax?
Tax can certainly be taxing, but it plays a big part in retirement planning, so it’s worth talking to someone who understands it. We’ll help you get to grips with your allowances and take full advantage of all the opportunities available to you, so you can hold on to more of your money.
How should I invest my pension?
If you’re setting up a pension yourself, you’ll need to make some important choices about how your money is invested. Our advisers will help you understand your investment options and provide helpful guidance on which options could enable you to reach your particular goals.
What should I do with my pension pot?
Changes to pension rules introduced in 2015 mean you now have greater choice over how to access your pension than ever before. But with more choice comes more uncertainty. We’ll help you gain clarity on your position and identify which paths are most likely to take you to your desired results.
Please note, the value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Past performance is not a reliable indicator of future performance and should not be relied upon.
What our clients say
What makes us different
Our expertise
We’ve been in business since 2013 – but many of our advisers have been helping people make big financial decisions far longer than that. Our mortgage advisers, financial advisers and case managers all bring a wealth of knowledge they’re eager to share.
Our exceptional service
Our focus is on providing a high-quality, personalised service – with care. We’re delighted when clients tell us they see us as more than just providers of a service, but as trusted partners and friends, helping them make some of the biggest decisions in their lives.
Value for money
Fairness is something that matters deeply to everyone at Infinity, which is why you’ll always pay a reasonable price for our support. But the real value we provide can’t be measured in numbers and figures. It’s the sense of happiness and satisfaction you’re left with.
