Preparing for retirement

One of the biggest goals in life is a happy, comfortable retirement. At whatever age you plan to stop working, you will want to ensure you have enough money to go with your new-found freedom. Perhaps your aim is to have paid off your mortgage, go travelling, or buy a cottage by the sea. It’s worth knowing that even the small financial decisions you make between now and then could affect your ability to retire when and how you want. A regularly reviewed financial plan, starting now, will keep you on track to achieve whatever aims you set yourself. 

Pension Planning  – before retirement

Have you made any plans?
Since Pensions “A” Day in 2006 you have great flexibility and can save from £3,600 p.a.
Did you know that from 2012 employers with more than a few employees will be compelled to offer you a pension scheme.

Pension Planning   - consolidation of existing / stale pensions

You may well have pensions that you accumulated previously in different jobs
in the past.

  • Do you know how they are doing?
  • Are the investments still suitable for your needs?
  • Did you know you are entitled to move all your pensions into a new scheme?

The value of the investment can down as well as up and you may not get back as much as you put in. 

Pension Planning - in Retirement

Did you know that you do not have to accept the pension offered by your existing scheme? You may do better by:-

  • Deferring your pension
  • Not taking an annuity
  • Checking the for the most competitive annuity for your circumstances

 

Your future starts now

With all the publicity in recent years, it’s easy to think that finding enough to live on when you retire will be a struggle. While it’s true that a badly planned retirement can lead to difficulties, the quality of your future life can be greatly improved by your actions now, and you can take complete control of the outcome. A properly structured financial plan, with the right pension or investment in place, can set you on the road to a fruitful and happy retirement.

Wills

Don't leave it to chance ... So you’re thinking of making a will... Contact us today at and you could benefit from:
  • peace of mind
  • significant tax savings
  • families protected
  • financial security
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Recommend a friend

Recommend Mark Gregory Ltd to your friends to request your Mark Gregory cheque book worth up to £500
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Mark Gregory Limited is an appointed representative of Intrinsic Financial Planning Limited  and Intrinsic Mortgage Planning Limited which are authorised and regulated by the Financial Services Authority. Intrinsic Mortgage Planning Limited is entered on the FSA register under reference 440718 & 440703

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