Tel: 01207 297100

Pensions Management

When retiring you will want to make sure that your pension produces the most optimum amount of income and that this will last for the rest of your life and ideally increase when required. You will also want to make sure that should anything happen to you that your spouse receives your pension in it’s entirety.

  • We treat pensions just like every investment we manage. Sticking to our main principles of keeping the cost of Investment low, diversifying all investments and making every investment decision is based on the evidence available.

  • Every investment decision with which Lifeplan is based is on the evidence available, academic theory and common sense, with the goal of increasing the chances of success; this is investing, not speculating.

For more information on our Investment Philosophy, please contact us on 01207 297100 or email