Get creative with pension planning

RETIREMENT

clock

Richard Mattison, director of SSAS firm Whitehall Group, reveals some more unconventional retirement planning methods.

These days, conventional retirement planning tends to involve either accumulating funds in a personal pension on a wrap platform of the advisers choice or, where the size of the pension pot warrants it, using a low cost SIPP with a discretionary fund manager. For corporate clients, group personal pensions are set to be replaced by the age of the corporate wrap, which sees a new dawn approaching as a result of auto-enrolment. These conventional approaches make perfect sense for the majority of individuals, but there are options to be creative with retirement planning. Protected righ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

The five-minute complaint and the five-day investigation

The five-minute complaint and the five-day investigation

GSI Group CEO on complaints, AI and the latest set of FOS reforms

Mark Buck
clock 12 August 2026 • 5 min read
Andrew Goodwin: The advice gap - an embarrassment of riches?

Andrew Goodwin: The advice gap - an embarrassment of riches?

Andrew Goodwin: The advice gap - an embarrassment of riches?

Andrew Goodwin
clock 12 August 2026 • 4 min read
New Talent Alliance launches financial advice careers guide

New Talent Alliance launches financial advice careers guide

Designed to attract new entrants into the profession

Sophia Panayi
clock 11 August 2026 • 2 min read