As family life changes and you start to think about stepping back from work or retiring completely, you’ll want to make sure any decisions you make are backed by solid financial plans.
In your mid-50s to mid-60s you could experience many changes to home, family and career. It’s a good time to take stock and assess where you are in your life and what your financial plan needs to deliver going forward.
Our experts have put together a range of free resources to help you learn to manage money effectively in your 50s and 60s.
When it comes to planning your retirement, you can’t afford to leave anything to chance. Use our pension contribution calculator to understand how much money you’re likely to have for your retirement. You’ll learn:
In times of economic instability, your personal wealth can provide as many challenges as it does rewards. Explore our range of free guides revealing common UK attitudes, worries and aspirations around growing and preserving wealth for the future.
Are you saving enough for the retirement you want? Get informed on the latest pension information and read our helpful guides to learn how to generate a retirement income.
Sometimes all you need to get your financial goals on track is a step in a right direction. Explore our range of services and accounts to help you towards a more secure financial position in your 50s, 60s and beyond.
Often the most tax-efficient way to save for your retirement is with a pension
A carefully designed financial plan can give you the freedom to do even more of the things you want to do and maybe even things you never thought possible.
We provide a wide range of investment services suited to your different needs, offering flexibility and choice so you can be involved as much or as little as you like with your investments.
Get a better understanding of your current situation and the options available to you, take advantage of a free consultation with a financial expert.
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