Pension Advice from Lucra Ltd in Sutton, Surrey

A good pension could remove your financial worries in retirement. But you may only secure the income you’ll need if you save throughout your working life. If you change jobs, the effect on your eventual pension can be dramatic. But you’ll only appreciate the damage when you retire. And then it’ll be too late to do anything about it!

Practical Pension Advice from Lucra Ltd

You need to constantly analyse your past and present plans including State pensions. And you need a pension strategy for the future. A Lucra adviser can check your pension plans and, if necessary, can bring them all up to date. But don’t forget, income can also be generated from many other investments. So you’ll need to understand the options to choose a strategy that best suits you.

Whilst pensions may appear daunting, we can help provide simple solutions, covering the following types of pensions:

Personal Pensions

Stakeholder Pensions

Occupational Pensions

SIPPs

Planning for retirement may be started at any time, but it is vitally important to obtain the right advice as early as possible.

Pension Review Service
You may have already accrued pension funds either through personal or employer arrangements.
Our pension specialists can offer a fully independent review service to ensure that your pension continues to work hard for you.

A PENSION IS A LONG TERM INVESTMENT. THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND ON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.

Why Use an IFA?

Thank you for visiting the website of Lucra Ltd. Financial Advisers with offices in Sutton, Surrey. Many people think an IFA is only for the wealthy but this is not the case. The majority of our clients are everyday people from all walks to life. Our services are open to everyone. Getting the right advice means speaking to the right people. We are at your service and will happily visit you at home or work to discuss your requirements. Call us today for an appointment. Under our services tab above, you will find the services that we offer at Lucra Ltd from our offices in Sutton, Surrey. We offer a wide range of services such as mortgages, risk protection, life insurance, pensions, savings, investments, wealth management, equity release, long term care and investment planning. We can offer taxation advice such as inheritance tax planning. We also offer family financial assistance such as school fees planning, baby bonds, child savings plans as well as will writing and estate planning.

INHERITANCE TAX PLANNING, WILL WRITING AND ESTATE PLANNING ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

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Find us.

Suite 6, Tudor Court, Brighton Road
Sutton, Surrey SM2 5AE

Call us.

0208 722 0734

Email us.

web@lucra.org

Email communications are not secure and for this reason Lucra Limited cannot guarantee the security of the email, its contents or that it remains virus free once sent.