Pension Planning

Pension Planning

Our Schemes:

  • Retirement Annuity Trust Schemes (RATS)
  • Pension Review
  • Pension Drawdown Annuities
  • Pension Transfers

In today's market, preparing for life after work can be a particularly taxing challenge, even more so if you aren't fully aware of the options available to you. The team of advisers at Sydney Charles have valuable experience in this sector, meaning we can ensure the correct solution is precisely in tune with your needs and tailored to your individual requirements.

We are able to offer advice on a number of different schemes including existing personal pensions and new or existing retirement annuity trust schemes (RATS). We have our own scheme, the Sydney Charles RATS or alternatively, we can provide advice on your own private individual RATS.

For further information and assistance with your pension planning requirements please fill out an enquiry form or contact our team of experts today.

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Historically returning in excess of 6.5% on pensions and investments*
Historically returning in excess of 6.5% on pensions and investments*
*Please be aware that past performance is not a guide to future returns. You could get back less than your original investment.

Key Contacts



Paul McCormick DipPFS

Financial Adviser, Financial Services
Email Paul