Budgeting for a New Life
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Have you ever thought about what you’d like to do the day after you leave work for the final time?
Some people think they’ve left it too late to make changes to their pension. Some own a business and are fearful of their options. Some have undergone a life change that has impacted their pension. Has something prevented you from dreaming about what your retirement could be like?
Please don’t bury your head in the sand. Speak to us instead, and dare to dream – after all, the majority of retirees that we help have a great time.
If you want to study, or volunteer at a local charity, for example, without an income and/or a lump sum, even these humble ambitions may not be possible.
Please speak to us, and we can help you face your retirement with more certainty.
We’ll help you to budget for the basic cost of running your chosen household, taking into account inflation and the things that you’d like to do. Even if you’re unable to retire as early as you’d like, perhaps we can help you partially retire, while remaining financially stable?