Why do you need a pension?
To provide you with an income in retirement, pay your bills and have the financial ability to enjoy your new found freedom!
The sooner you start, the more you will have built up by retirement age, any time between 60 and age 75 or perhaps earlier if you have a company.
There are 3 very great advantages to investing into a pension plan:
- Tax relief on you or your company’s contribution, within certain limits.
- Largely tax free build up of funds over the years you are saving.
- Tax free lump sum at retirement age within certain limits.
Please email us if you would like to enquire further.
Please note that there are many kind of pension funds available, from those that guarantee your capital (lower returns), to ones that aim to preserve capital but do not guarantee capital (higher returns) to those that provide no certainty or security at all (highest returns) that tend to provide the strongest returns over time.
The decision as to what type of investment fund you should choose is not an easy one and that is where OBI can help you. The Risk Assessment Questionnaire which you can complete and submit online may give you a very good idea of what would suit you best.
Why not email us at firstname.lastname@example.org for further details. We’ll provide you with a best in market quote.