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Pension Planning

Clients

At Pathway Financial Management we believe that it is never too early or too late to start pension planning. Education is a big factor in pension planning and we aim to teach you the basics of what you need to know to make informed decisions around your pension. What are you doing and why are you doing it?

Your Financial Path, our Guidance… Find out more details below.

Pension Reviews

At Pathway Financial Management, we guide you through a comprehensive pension review to ensure your retirement plan is on track. Our step-by-step approach helps you understand your current pension status, assess the performance of your investments, and identify areas for improvement. We provide clear, actionable advice to optimize your pension plan, ensuring you are well-prepared for the future. Let us help you take the right steps towards a secure financial future. Find out more

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Options at Retirement

Navigating your options at retirement can be complex, but we’re here to guide you every step of the way. From annuities to drawdown plans, we provide clear, professional advice to help you make informed decisions. We explain the pros and cons of each option, considering your personal circumstances and retirement goals. Discover the best pathway to enjoy your retirement with confidence and peace of mind. Find out more

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Pension Consolidation

Simplify your retirement planning by consolidating your pensions with Pathway Financial Management. We guide you through the process, ensuring you understand each step and the benefits of having a single, manageable pension plan. By consolidating your pensions, you can reduce fees, streamline your investments, and gain a clearer picture of your retirement savings. Take control of your retirement journey today. Find out more

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Lump Sum Payments

Understanding lump sum payments is crucial for effective retirement planning. We provide clear, easy-to-understand advice on how to maximize your lump sum benefits. Whether you’re considering taking a tax-free lump sum or reinvesting it for future growth, we guide you through the steps to make the most of your retirement funds. Let us help you make informed decisions that align with your financial goals. Find out more

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AVCs (Additional Voluntary Contributions)

Boost your retirement savings with Additional Voluntary Contributions (AVCs). Our expert advisors guide you through the benefits and steps of making AVCs, helping you enhance your pension plan. We explain how AVCs can provide tax advantages and increase your retirement income. Secure your financial future with our professional guidance and take proactive steps towards a comfortable retirement. Find out more

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Cashflow Modelling

Cashflow modelling is a powerful tool we use at Pathway Financial Management to help you visualize your financial future. By projecting your income, expenses, and savings over time, we can create a detailed financial plan tailored to your goals. This model allows us to identify potential shortfalls and opportunities, ensuring you stay on track to meet your retirement objectives. With our clear and professional guidance, you can confidently navigate your financial pathway. Find out more

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