Transition to Retirement

As your children leave home and you get towards the end of your working career, it’s time to think about how your transition to retirement and what your retirement will be like financially.

According to statistics only 6% of people retire financially independent.

This is not a very comforting thought. The main reason for this is that people fail to plan, and see retirement planning as too complicated.

Our role is to advise you on the necessary steps required to achieve your lifestyle goals in retirement. Whatever your circumstances are NOW is the time to start planning for your future.

In planning for your retirement we will consider:

• Your existing assets
• The age at which you would like to retire
• The realistic level of income you need to meet your lifestyle goals
• The likely sources of income
• Your current level of savings

Retirement is one of the top ten most stressful times in your life. Your aim should be to make it less stressful by setting some goals, not just financial but the types of activities you would like to pursue e.g. Travel, hobbies, and volunteer work.

By implementing appropriate strategies and continually monitoring the progress through our Ongoing Review Service you will have peace of mind in knowing that your financial future is under control.

If you would like to take some positive steps towards planning for your retirement, or if you want to see where your current course is heading from a financial perspective, please Contact Us today to arrange a time to meet with a financial adviser.