Pension
& Retirement

Pensions and Retirement Advice

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At Shalchi & Partners we understand that you won’t be working forever.

We’re here to make your retirement finances simple, so you can enjoy the finer things and have the peace of mind that your pension is in the best place it can be.

Pension and Retirement Services

Advisory coverage

  • Lost pensions
  • UK state pension contributions & estimates
  • International state pensions
  • International savings & QROPS
  • UK pensions & SIPPs
  • Pensions & retirement review

How we help

  • Navigating the UK State pension & benefit system
  • Reviewing international arrangements
  • Pensions & retirement review – including presenting your ‘do nothing’ scenario
  • Setting your goals
  • Filling your savings gaps
  • Final salary schemes & company pension review
  • Current pension wealth and income projections at desired retirement age
  • Pensions & family wealth – using pensions to plan succession and wealth distribution
  • Streamlining your planning, consolidation of policies
  • Care fee planning

Savings &
Investment

Wealth, Health, Life
& Family Protection

S&P Second Opinion /
Factchecker

Tracing ‘lost’ Money & Financial Policies

Are you ready to book a free consultation?

Experience & Expertise

Regulation & Insurance

Our Values