Retirement Counselling

Book your free
initial consultation

Offering Your Employees Retirement Advice

If your employees have long standing company service you may want to offer them retirement counselling when they leave your company, to maximise their retirement income. Lonsdale Benefit Consultants offer a financial retirement counselling service for individuals to complement the other retirement services you provide, so your employees leave work and can manage their future finances.

Your Retirement Options

Key
Retirement Decisions

At retirement there are key financial decisions to be addressed. If your employees have accepted early retirement, they could be entitled to a redundancy payment and may require advice on investing any lump sum to provide a future income. Pension legislation is complicated but our experienced benefit consultants can inform and educate your employees about their pension choices. Contact us on 01727 845500 to find out more.

Your Retirement Guide

Maximising Retirement
Income

Lonsdale Benefit Consultants offer a flexible pension advice service tailored to the needs of the individual employees leaving your company. As your employees are members of your company pension scheme, they should understand their pension options and get advice about purchasing an annuity, accessing flexible income drawdown benefits, or taking their pension in a lump sum at retirement?

Book an initial consultation

Employer Checklist

When do you intend to retire?
How much have you saved for your retirement?
How much retirement income do you require?
Do you have personal or company pension schemes?
Will you qualify for a state pension?
Are you entitled to a redundancy payment?
How much future income will your redundancy payment provide?
What level of risk are you prepared to take with your pension income?
Do you have any other assets that could be used to fund your retirement?
Do you want to be able to pass on your pension to a beneficiary?

Lonsdale Services is listed on the Money Advice Service's Retirement Adviser Directory. The Money Advice Service is an independent service, set up by government to help people make the most of their money, they give free, unbiased money advice to everyone across the UK.

When Richard Porter initially presented I was really impressed with his auto enrolment solution for MarketMakers. We were reassured that Lonsdale Benefit Consultants had already managed many other auto enrolment pension schemes, and we were confident they could manage our pension provision.”
Alan Yonge, MarketMakers, Portsmouth