Skandia UK - Routes to Retirement

Working with Skandia

Routes to Retirement short video

Recent changes to pension regulation have opened up many new opportunities. There are new rules about funding, carry-forward of unused Annual Allowances, pension input periods and lifetime allowance protection. There’s also new flexibility around when and how people can take income from their pension funds.

Our new guide called Routes to Retirement will help you advise your clients on how to get the most out of these new planning opportunities, and enjoy a better retirement experience.

Routes to Retirement looks in detail at a number of very different case studies from a divorced Barrister with a reduced pension fund, looking to maximise funding over and above the Annual Allowance to an NHS consultant who is a 1995 NHS scheme member and is worried about a potential drop in income as he approaches retirement.

In each case we examine the various ways in which you could help such a client build a decent retirement income and how Skandia can support your advice.