At Retirement Advice

"If the public believe that their only choice at retirement is to buy a pension annuity (income for life), then many will miss out on potentially more appropriate options," says George Critchley, Managing Director of True Bearing.

Public understanding is poor in the area of 'Retirement Options', which is why we would encourage all of our clients to at least review their own situation. 

Today, there is much more flexibility as to how you receive your benefits, where factors such as the following are all taken into account:-

• Your Health;
• The Need for Income;
• The Need for Capital;
• Death Benefits;
• Opportunity to Tax Plan;
• Deferring Benefits.

Make your 'Retirement Option' decision a considered one.  We would be pleased to assist.

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STOP PRESS..........STOP PRESS............STOP PRESS.............STOP PRESS .........

 Lancashire "Red Rose" Business Awards
2012

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AND THE WINNER IS .................
True Bearing Chartered
Financial Business of the Year 2012

True Bearing Chartered Financial Planners have been named Financial Business of the Year at the Lancashire “Red Rose” Business Awards 2012.  The ceremony was held in front of over 800 guests from the business community at the Winter Gardens, Blackpool.

The “Red Rose” Awards recognise and celebrate the outstanding achievements of real businesses throughout Lancashire.

 

True Bearing had been shortlisted alongside seven of the region’s superb financial firms.

The Judging Panel of the Red Rose Awards commented: “True Bearing are an excellent example of a Lancashire based business demonstrating excellent growth and expansion, and one that is not content with standing still. Judges felt their innovative approach to clients’ needs, their attitude to going above and beyond for clients, and the investment in their own people was certainly worthy of praise.“