Planning for Retirement

The first question we ask when talking to you about retirement is: ‘What do you want to do when you retire?’ Most people will say they simply want to be comfortable and financially secure. At Killik & Co, we think you should be a little more ambitious. After all, you have worked all your life so why not plan for retirement as something special, something to really enjoy?

Get greater control of your pension

Your pension is simply a tax-efficient wrapper for the investments you hold to fund your retirement. To make sure your wrapper offers you the highest levels of flexibility, transparency and value for money, you need to look at the options offered by Self Invested Personal Pensions (SIPPs) in general and our SIPP in particular. You can set up a Killik & Co SIPP either with advice from us or as an execution only option on your own initiative. Should you choose the latter route we would strongly advise you consider all the criteria outlined in the disclaimer on the SIPP Execution Only page.