Retirement Income Review
A focused assessment of defined contribution pots, final salary entitlements, State Pension timing, and drawdown choices before you leave work.
At a glance
- Duration
- Two to three meetings over 2–4 weeks
- Delivery
- Office meetings in Macejkovic Hill or remote UK sessions
- Fees
- From £950 for a discrete retirement income review
Scope of this review
We examine how your pension pots, State Pension forecast, and any final salary income could combine once you stop full-time work. The focus is on sustainable withdrawal rates, tax bands in retirement, and the order in which to draw from different pots.
You leave with a written summary of options — delay State Pension, crystallise a portion of a defined contribution pot, adjust annuity timing — rather than a single product recommendation.
Starting fee: from £950. Suitable when retirement is within five years or you have already left work and want a second look at drawdown choices.