Guide to Retirement Matters

Guide to Retirement Matters
Time to pay your pension some attention?

This fully personalised 34-page guide looks at why it is never too early to start thinking about retirement planning. Whether you’re just starting your career or you’re a few years away from retirement, it’s essential to start saving and investing for your future. But worryingly many of us may have no clear plan for what we want from our retirement and even more of us could be underestimating how much money we will need.

What clients and prospective clients will read includes: There are a number of important questions to consider when planning for your retirement: How much money do I want to have saved by retirement? What kind of lifestyle do I want in retirement? What are my sources of income in retirement? How long do I expect to live in retirement? The most important thing is to get started on your retirement planning sooner rather than later. The sooner you start saving and investing, the more time your money has to grow. As you approach retirement, you’ll want to answer other questions. How long will my money last? Can I maintain my current lifestyle? Should I choose a lump sum? Should I buy an annuity? Do I stay invested and draw an income? How can I draw income tax efficiently? Do I even use my pension at all for retirement or instead earmark it for my children? What will I do with my time? How will I keep myself busy? And most importantly, how will I financially support myself during retirement?

How to use

Ideal to generate retirement planning business opportunities. Upload to your website, use the content on your blog, email to clients and prospective clients, and use it on your social media channels. If you have previously ordered, we’ll use your approved personalisation artwork; our Client Services Team will contact you to provide a high-resolution artwork file (300 dpi or higher).

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