In this podcast episode, I talk about how much we need to plan for our upcoming retirement.

The state pension will fall short in providing a comfortable lifestyle into retirement so what action should we take to bolster our funds now?

Key Takeaways

  • Review your finances sooner rather than later to assure your future income.

  • Track down your pensions to be sure you are claiming everything you are entitled to in retirement. Find out when you can draw from those pensions.

  • How much is your pension worth? Your pension provider should give you a yearly assessment.

  • Get a state pension forecast.

  • Get investment advice. You may need to alter your plans close to retirement. Check your investment values.

  • How will you access your pension? Will you take an income, cash in, or reinvest?

Get In Touch

If you would like some help getting your finances ready to retire, book a free 30 minute call:

Book A Call

A staggering 35% of the UK adults have NO Pension Plans and 43% don’t even know how much they will need for their ideal retirement lifestyle!

Download this free “Retirement Income Guide” to help you understand your options and make the right decisions NOW so that will be able to enjoy your retirement without worrying about money.

Retirement Income Guide
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