Pensions provider Helm Godfrey has created a retirement product, iRetire.
This is divided into three financial planning stages: five years from retirement, at retirement, and beyond retirement.
The product includes:
- An enhanced annuity service in partnership with provider Morgan Ash.
- An annuity advice service that will be open to employees with pension pots as low as £20,000.
- An inheritance tax planning service run with Way Fund Managers.
Graham Cross, managing director of Helm Godfrey, said: “It can help people get the most out of their pension pots, even if they have as little as £20,000 saved, by providing advice on all retirement-related matters.
“Our advisers will be able to guide employees through each financial planning stage, developing an in-depth but flexible financial plan that will evolve with a person’s needs as they approach, reach and during retirement.”
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