Encompass Financial Management
Our Services > Pensions

Pensions

By conducting a full and detailed assessment of your retirement needs we can help you structure your pension and portfolio of retirement related assets in the most appropriate way to meet your needs and goals.

Depending on your needs, goals and attitudes to risk, we work with a range of companies to provide:

  • Pre and Post-Retirement Planning
  • Stakeholder & Personal Pensions
  • Self-Invested Personal Pensions (SIPPs)
  • Unsecured Pension
  • Phased retirement
  • Open Market Option (OMO) advice
  • A detailed analysis of existing Occupational Pension benefits
  • Corporate Pensions advice to employers and their staff on important employee benefits such as Group Personal Pensions and Healthcare.


Ultimately, we always keep in mind that it's your money we're investing and that we're here to help you maximise gains, limit losses and avoid paying unnecessary tax. For more details on the service you can expect from the team at Encompass, please go to How we work page.


Brooks MacDonald

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