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Read our regular roundup of what you should know in the world of pensions, investments, protection and retirement planning.

Client Newsletter Winter 2018

In this issue we take a look at issues around retirement including the flexibility that pension freedoms can give you, and what factors you should consider when timing your retirement.
We are regularly asked about protecting you and your family if you fall ill or die prematurely. Many people have good intentions to ‘do something about this’ but not everyone does. Read our article on coping with whatever life throws at you.

Unfortunately, fraud is becoming a greater issue in financial matters. It pays to be aware of how to spot possible signs and what to do if you become suspicious.

The team at Perspective (South West) is always here to help you, so please contact us if we can be of assistance.

Kind regards
Tony Apps
Managing Director
Perspective (South West) Ltd

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Registered in England and Wales No: 3053936. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.

Perspective (South West) Limited is authorised and regulated by the Financial Conduct Authority.

Perspective (South West) Limited is a subsidiary of Perspective Financial Group Limited.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9 123

www.http://.financial-ombudsman.org.uk

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