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Retirement Planning

With people living longer and the fact the government has stepped up the age at which state pensions become available, then the cost to bridge the gap subsequently increases.

We rarely talk about just pensions, as a pension is simply a tool to help you to achieve your aims. Just as with every other type of investment there are pros and cons to every type of plan and usually we advocate a balanced approach to such an important aspect of your financial planning.

We can assess lifetime cash-flow rather than concentrating on just one aspect of your planning. This brings together all aspects of your financial and “real world”plans to help make sure that you have the right money, at the right time, in the right place.With pension legislation regularly changing, there has rarely been a more important time to seek independent advice in this area.

DTE Financial Planning deal with every type of pension plan from small, regular stakeholder pensions to large group schemes. We have the experience and knowledge to help you attain your goals.

DTE Financial Planning is the trading name of DTE Risk & Financial Management Limited (registered in England number 01967512) which is Authorised & Regulated by the Financial Conduct Authority.

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Finding the right balance: main theme of Financial Update, summer 2019

Several articles in the press over last few months have highlighted the...

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