Retire with confidence
There can be a lot of trepidation around retirement. But with a solid foundation and proper retirement planning advice, there’s no reason you won’t be set up for success.
Our experienced Wealth Planners will help you consider your priorities and calculate your projected retirement pot. You’ll learn how much you need to save and put a financial plan in place to help achieve your goals – whether that’s by managing your investments, cash flow modelling or reviewing your drawdown options.
We’ll also help you navigate any new rules or changes, to keep you feeling in control.
Common questions on retirement planning
When you receive retirement planning advice, your Wealth Planner will assess things like your income, expenses, life expectancy and financial goals. This will then help them draw up a detailed plan covering things like: the best investments to help grow your wealth while balancing risk; your options for accessing your pension; and a cash flow plan to see how your money will last based on different factors, such as inflation, investment returns or certain life events.
Over time, inflation can erode the value of your savings. If your savings are in cash, they may not earn the interest needed to grow your wealth. Your Wealth Planner can advise you on how to invest for retirement long-term, to help you outpace inflation and generate an income. And the sooner you start, the greater the potential for growth too, thanks to compounding returns.
It’s a good idea to go into your retirement feeling prepared. With retirement wealth planning, you can feel confident you’re using your savings in the most efficient way you can, to help them go further. We can also help you review your assets, and find out more about the best way to drawdown and access your pension – depending on your personal circumstances, tax situation, and income.
