Discounted Services for Return Clients
The Update Service is designed for clients who have previously completed The Retirement Programme and would like an annual review of their position.
Clients can choose to:
- Purchase an updated written report only at a discounted rate, or
- Book an updated planning meeting, with an accompanying refreshed report.
What the Update Covers
The update focuses on how changes since your original plan may affect your retirement strategy, including:
- Changes in pension legislation
- Developments in tax and fiscal policy
- Shifts in personal circumstances, work, income and movements in pensionable pay.
- Updated retirement timing, income needs, or objectives
We will review your existing strategy and identify whether any adjustments are needed to keep your plan aligned, robust and better understood from a tax-planning perspective.