Page 11 - 375457 NLP263064 BB Magazine (April Issue 97)

How to use your
How to use your
pension pot wisely
pension pot wisely
So you’ve done the right thing and saved for when you retire. But now what?
Maybe you have several pension pots? What about old employer’s pension schemes?
S
y
S
.
B
But now what?
M
e
o
M
yer’s pension schemes?
o
a
a
y
y
o
b
y
b
u
’
v
e
d
o
u
h
o
n
a
e
t
v
h
e
r
i
g
h
t
t
h
i
n
g
a
i
o
n
n
p
d
s
o
How does your state pension fit into your plans? Do you have a plan?
y
o
u
’
v
e
d
o
n
e
t
h
e
r
i
g
h
t
t
h
i
n
g
a
n
d
s
o
e
How does your state pension fit into your plans? Do you have a plan?
y
o
u
h
a
v
e
s
e
v
e
r
a
l
p
e
n
s
i
o
n
p
o
a
a
t
t
s
s
v
v
?
W
?
W
e
e
d
f
d
f
h
h
o
o
a
a
r
w
r
w
t
a
t
a
h
h
b
b
e
e
o
o
n
y
n
y
u
u
t
o
t
o
o
o
l
l
u
r
u
r
d
e
d
e
e
e
t
t
m
m
i
i
r
r
e
e
p
p
l
y
l
.
e
s
e
v
e
r
a
l
p
e
n
s
o
Let us help you make the right choice Let us help you make the right choice
You now have more choices than ever when you retire. But there’s no point having those
choices if you don’t make the right decisions. After all, you don’t want to run out of money. You now have more choices than ever when you retire. But there’s no point having those
When you approach retirement let us help you make the right choices.
choices if you don’t make the right decisions. After all, you don’t want to run out of money.
When you approach retirement let us help you make the right choices. Our approach is simple:
• we find out all about you; Our approach is simple:
• we understand your goals; • we find out all about you;
• we get to know your appetite for risk. • we understand your goals;
• we get to know your appetite for risk.
We then use all the tools and expert knowledge at our disposal to offer you solutions.
Only then can you make an informed choice.
We then use all the tools and expert knowledge at our disposal to offer you solutions.
Only then can you make an informed choice.
The value of pensions and investments can fall as well as rise and you can get back less
than you invested.
The value of pensions and investments can fall as well as rise and you can get back less
than you invested.
To learn more about how we can help please contact us on:
To learn more about how we can help please contact us on:
E: enquiries@morrisonpwm.com
W: http://www.morrisonpwm.com
E: enquiries@morrisonpwm.com
Morrison Personalised Wealth Management, 80, Avontoun Park, Linlithgow W: http://www.morrisonpwm.com
Approver Quilter Wealth Limited & Quilter Mortgage Planning Limited. 10/02/2023.
Morrison Personalised Wealth Management, 80, Avontoun Park, Linlithgow
Approver Quilter Wealth Limited & Quilter Mortgage Planning Limited. 10/02/2023.