Prepare
Pension Planning
A Non-FISICS Pension Plan is for a person whose working life, retirement planning and financial connections are entirely within one country.
Understand what you have, what it could provide, and whether it is working towards the future you want.
Your Circumstances Matter
The right advice depends on the bigger picture.
Your financial circumstances can look different depending on where you live, work and hold your wealth.
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What does this service involve?
The plan can therefore focus on the pension arrangements, contribution levels, employer benefits, investment strategy and retirement benefits available under that country's rules, without needing to coordinate any foreign pension or social-security system.
Reviewing existing arrangements
Making use of pension allowances
Understanding future income
Setting the right contributions
Which best describes you today?
You may be considering this because your circumstances have changed, you’re planning ahead, or you simply want greater clarity.
What could happen without a plan?
You've lost track of an old workplace pension
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Pensions sitting forgotten in old schemes
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You're unsure how much you can contribute each year
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Allowance breaches that trigger an unexpected tax charge
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