Pension andRetirement Planning

We believe that true independent advice is the best advice.

Pension andRetirement Planning

We provide clear and professional pension advice to help you achieve the retirement objectives you deserve.

Our highly qualified pensions experts advise on all aspects of pension and retirement planning, whether it be funding a target income or designing how to best enjoy it when the time comes.

Many people have collected a variety of pensions throughout their working life, often with little understanding of what the plans will provide, whether they are invested sensibly or the level of risk they are taking. Our team will review your arrangements to assess if they are likely to meet your objectives and are appropriately invested, suggesting improvements where appropriate.

Recent years have seen many changes affecting pensions and the way they can be taken. New rules allow great planning opportunities to achieve a guaranteed retirement income, flexible draw-down or the passing on of pension assets to other family members and future generations. However, many pension arrangements cannot benefit from the new flexibilities making it essential for plans to be reviewed. There will be many cases where people simply die in the wrong pension!

The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.

Our clients are what make us


We are very happy to recommend Shorts Wealth Management and Simon for pensions advice.

Mike and Jane
from Wingerworth, Derbyshire

We very quickly knew that our interests were in good hands.

Julia Procter

Shorts have been advising our family since 1969.

Jamie Dennis
from Matlock, Derbyshire

Shorts’ knowledge and expertise quickly identified a suitable solution.

Martin and Melanie Southwell

I look upon Shorts as a ‘safe pair of hands’.

David Bowring
Bowring Transport Ltd

Excellent wealth management bringing security and success.

Frank Berry

Award - winning

Best Private Client Tax Practice

Tolley's Taxation Awards 2020

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