"I found the amount of options available to me from my pensions confusing.  Thankfully,  Ideal were there to help me by explaining them in plain English and helping me to avoid a costly mistake I was about to make on my own.  Thanks to ALL the staff too for being so courteous and helpful.

D Christian Retired Heating Engineer

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Retiring?

Thinking of retiringConfused about the many annuity options at retirement?
Not sure how to take the benefits from your pension?

If you are aged 55 or above and about to take your retirement income (annuity choice), or if you are already in retirement and contemplating your income options, you should speak to us first.

You could be about to pour thousands of pounds down the drain…

The at-retirement market has undergone significant evolution in terms of product innovation and regulatory change.

Every year, thousands of retirees miss out on higher incomes or – worse still – choose the wrong income product for their needs. Some of these choices cannot be undone.

So, whether it be a level annuity or an escalating annuity, with a guarantee or no guarantee, income drawdown, phased retirement or one of the many new ‘third way’ or fixed term annuities call us today and we’ll make sure you don’t miss out on a better financial outcome in retirement.

IFM Offer More Options    We are also proud to be an  ‘Offer More Options’ Advisory firm.  This means we will:-

   • Discuss and assess your needs, both now and in the future

  • Recommend appropriate income products from the full range available to you

  • Help you achieve a better financial outcome