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Retirement Planning

Retirement Planning

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Retirement Planning

Regardless of the life stage you have arrived at, it is important to receive expert and professional advice on your retirement options.

Your retirement income should be reflective of the lifestyle to which you wish to live. Lifestyle strategy profiling allows you to choose an investment portfolio plan for your pension when it is first set up. A profile can be tailored to automatically switch funds invested depending on the length of time until your retirement age. As you approach retirement emphasis may move from growth and align itself more with benefitting and preparatory funds.

Your adviser will discuss with you these options to ensure you are happy and confident in the choices you make.

The pension itself should form part of your managed portfolio and be a part of your whole retirement planning. The current market flexibility for pensions enables a much more dynamic planning process to be explored than previously possible.

Typically, key concerns are:

  • How do I create a rising income in retirement?
  • How much funds do I need to accumulate to aim to ensure a comfortable standard of living?
  • How long will my capital last during retirement?

We provide dynamic and innovative solutions to our clients concerns. You may well share these concerns? If you do, we would welcome a call from you.

The value of your investment can go down as well as up and the value of the pension fund may be worth less than has been invested.