For many in our parents’ generation, retirement followed a well-worn path: stopping work at state pension age and never stepping into the workplace again. Thanks to changes in society, average life expectancy and rules around when and how you can claim your pension, there are now considerably more options to consider.
Our starting point with each and every client we work with is your vision of your future.
- What do you want your post-work lifestyle to look like?
- Do you want to stop work altogether, or do you see this as a chance to work more flexibly, phasing into retirement gradually over time?
- Would you like to spend more time with the family?
- Or take the opportunity to travel the world?
It’s your retirement and it should be your choice. However, if funding for your plans isn’t carefully thought out, your choices may become limited.
Understand how much money you’ll need to live the kind of retirement lifestyle you aspire to.
Gain a clear picture of your current arrangements and whether they are enough to help you reach your goals.
Make a plan to ensure you live securely and comfortably, without the fear of running out of money.
Ready to talk?
If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.