Length of qualifying time in a defined benefit scheme used to calculate retirement benefits.
A scheme that provides retirement benefits based on the build up of a 'pot' of money, accumulated through the investment of contributions paid by both the employee and the employer.
A type of defined contribution scheme. Provides retirement benefits based on the build up of a 'pot' of money, accumulated through the investment of contributions.
A type of personal pension plan, offering a low-cost and flexible alternative and which must comply with requirements laid down in legislation.
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Marital Status
Do you have any financial dependants?
How many?
Are you planning to, or in the process of, funding their education?
The strategy which will follow is based on the information you have entered. This is merely a suggestion for your benefit and should not be interpreted as financial advice from Appleton Gerrard. For an in depth recommendation, email us your views on the suggested strategy and we will do our utmost to help you explore options available to you further.
You may wonder which one of our financial Strategies or financial Programmes would be relevant to you at any given time?
The aim of this unique predictor is to allow you to "self diagnose" one of our Strategies, or Programmes, by answering a few questions about your finances.
This could give you a clearer picture of where you are and what course of action you could do with following. Although you might like what it says, this must not be considered as financial advice.
If you would like to discuss your predictions personally, we will be more than delighted to help you, once you get in touch with us.