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'How do I protect my business
against the unforseen'

'How do I ensure my business
fulfills my personal objectives'

My business is my pension. But what if
my business fails to deliver the results I expect?

  • Relying on your business for retirement planning is a high risk strategy.
  • Recessions have a habit of changing the landscape for business. Better to
    put the control back in your hands by diversifying your interests by
    investing a proportion of your money outside the business.
  • The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

We advise on various strategies to achieve ‘financial independence’ regardless of the health of the business at retirement.

A Guide to Self-Invested Personal Pensions

View PDF


Planning Programme Pension Calculators

Please contact IDFM on 0845 2706160 to discuss SIPPs or SSAS Alternatively email peter@idfmcity.com
Directors Retirement Planning Programme
Keyman Protection
Shareholder Protection
Staff Benefits
Small Self Administered Schemes (SSAS)
Commercial Property Purchase
Business Succession