Retirement and Pension Planning

For many people, retirement and pension planning is a huge issue that needs careful thought and expert planning.


As part of your financial review, we will consider two key questions with you: 

  • How should you plan for your retirement?
  • What action should you be taking now to ensure that your cash does not run out in old age?


From this, we will work with you to develop a tailored approach to your pension planning that is unique to your needs. This will bring together all of the assets that you will need to fund your retirement, for example your property assets, pension funds, investments. The end result is a cohesive strategy that we will work with you to implement to ensure that your retirement plans are realised in an appropriate time-scale.

We will make recommendations to you on the investments and investment funds that we have identified to meet the growth and income requirements of your pension plan. And as part of your regular financial reviews, we will monitor and review the performance of these investments and funds to make sure that they continue to deliver the right kind of performance on a consistent basis.

If any investment or fund disappoints over an unacceptable period of time, we will make recommendations on the action to be taken and the changes required.


For these reasons, it’s important that we utilise flexible product providers who have simple transparent charging and give no nasty surprises so that whatever happens in the future, you can rest assured that you will not suffer unnecessary penalties or complications.


Chilli Financial is an independent financial adviser directly authorised and regulated by the Financial Conduct Authority (FCA). Our FCA firm registration number is 226157.  

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