Retirement Planning

Saving for Retirement

At deVere Italia, part of the deVere Group, we take pride in helping you plan for your financial future. Our expert advisers will explain the available options and suggest the best way forward in order to start reaping the benefits from your savings. deVere Italia specialises in smart, efficient financial planning, helping you maintain the standard of living you require.

We have financial advisers who will assist you and provide impartial, specific retirement planning based on your requirements. Our financial advisers will also answer any questions you have regarding retirement planning, including but not limited to:

  • When should I start saving?

  • What are the implications of delaying my savings?

  • How much should my contributions be?

  • Am I contributing enough?

  • How much am I likely to receive?

  • Can I be more tax efficient and pay more in?

deVere Italia's specialists will also analyse your current financial situation and suggest the most appropriate recommendations to cater for your retirement plan. Some of the options we offer include:

  • Self-Invested Personal Pension Schemes (SIPPS)

  • Qualifying Recognised Overseas Pensions (QROPs)

  • Qualifying Non-UK Pensions (QNUPs)

  • Trustee Schemes

  • Transfer Plans

  • Regular savings plans

 

Drawing Pension Benefits

Once retirement closes in, you should be able to enjoy the fruits of your labour. You can do this by considering the options on offer in terms of the pension you have accrued. Taking your retirement benefits is one of the more vital decisions your will ever make and therefore, it shouldn’t be taken lightly. For this reason, it is important that you receive expert, impartial advice in this area from a qualified pension specialist who will take your circumstances into account and proceed to ensure the right decision is taken.

Most people view retirement as the longest holiday of their lives. At deVere Italia, part of the deVere Group, we are here to make sure you make the most of your retirement. We will help you plan for the future and understand all the options on offer when you choose to begin withdrawing the benefits from any UK and overseas pension.

When you are ready to take the benefits, we are here to answer the following questions:

  • Should I take the Pension Commencement Lump Sum (PCLS) available?

  • Do I buy an annuity or enter into a drawdown contract?

  • What are the options for my spouse/partner?

  • Can I make provisions for when I die?

  • What are the benefits of the Italian pension system? (INPS)

As a fully independent advising body, deVere Italia is not tied to any one financial services provider. We are able to search the entire marketplace to choose the right solution for you.

Contact deVere Italia today to find our more about retirement planning.