Case Studies

Case Study Two
3rd January 2012

A client had for many years relied on the interest generated from money held on deposit, but in the current climate of ultra low interest rates was eating into capital at an ever increasing rate which was not sustainable long term. The first action point was to move the monies into better paying ac... [read more]

Case Study Three
3rd January 2012

We were referred to a long standing client's son, who needed to start saving for retirement but was unsure where to begin. He worked as a self employed professional with regular income. We established a personal pension with a mainstream provider matching the terms of a stakeholder contract, m... [read more]

Useful Downloads

Retirement Options From Riverside Financial Management Ltd of Norwich, Norfolk

When you come to retire, the broad range of options facing you can appear daunting. After all, the decisions you make now will affect your standard of living for the rest of your life.

There is so much to think about:

• Should you take your maximum tax free cash?
• Should you purchase an annuity - if so what sort?
• Should you find a different company to pay your annuity?
• Should you not purchase an annuity, but draw an income directly from the fund - if so how much can you have _ or how little?

We can help you understand all the options available to you and to select the one that most closely meets your personal requirements.

In particular, if you have a spouse or other dependents, you will wish to ensure that they are provided with an income should you die either before you retire, or after you have started to draw an income.

This can be achieved in a number of different ways and we will be please to outline your options to you.

Riverside Financial Management Ltd. Registered in England & Wales No. 3306241. Riverside Financial Management Limited is Authorised and Regulated by the Financial Services Authority We are entered in the FSA register No. 178637.