Pensions

With people living and working for longer, retirement planning needs to be focused, realistic and a key element of your overall financial plans.

• WFS offers a comprehensive service to employees, the self-employed and to companies
• We identify and explain, in plain English, important issues to consider in order to help you make an informed decision
• We review existing pension arrangements and report on how these may or may not fit with your objectives
• We provide specialist advice to individuals approaching retirement and thereafter manage/regularly monitor the pension portfolio until the eventual purchase of an annuity (if ever).
• We provide advisory/technical support to divorce lawyers and their clients, whether they are receiving a pension share or giving up pension entitlement as a consequence of a pension sharing order
• WFS provides advisory support to employers and their staff on a range of employee benefit schemes