Preservation & reward stage: 65 to 75

Time to enjoy your retirement

Now’s the time to enjoy the financial security that’s come from your hard work and careful financial plans by using your savings and investments in the most efficient ways.

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A brand new journey

Retirement brings a great many changes to your lifestyle and you’ll need to think about what you want to do with your assets. It may be a time to take up new hobbies or cross things off your bucket list, so it’s important to keep on top of your pension and investments if you want to live comfortably.

Transition into retirement

Moving into retirement is a big life step and can bring you considerable stress if you’re not prepared. Drawing up a retirement income plan will help you manage your wealth to generate income, providing you with a smooth transition.

Spending your free time

You’ll want to remain active by taking up new hobbies and learning new skills. Whether it’s travelling the world, volunteering or working on a personal project – if you’ve saved carefully you’ll be able to do the things you’ve always dreamed of.

Pension and investment income

Now that you’ve finished working you’ll start receiving the money from your state, private or workplace pensions. Any investments you have made could also provide a steady stream of income.

Time to spoil yourself

Once you’ve retired it’s time to spoil yourself with some luxury purchases like a holiday or a new car. Buying a holiday home could provide the perfect getaway as well as being an investment.

Latest insights

Free financial resources to help you

Our experts have put together a range of free resources to help you learn to manage money effectively in your 60s and 70s.

How to generate an income in retirement

Moving into retirement often means taking some important and sometimes complex financial decisions. So how do you enjoy your hard-earned savings whilst ensuring you have enough money for later in life? Download the guide today and find out:

  • When you can retire and how much income you will need
  • What standard of living you could have
  • How to improve your retirement income
  • The key considerations to taking pension benefits

How can I reduce my inheritance tax bill?

Inheritance tax (IHT) planning can be difficult because different emotions and expectations often collide. Think about your situation and start early so you don’t leave it too late.

Drawdown Calculator

Find out how much you money you will have for your retirement and how much you can draw upon for a sustainable income.

How can we help you create a secure financial future?

Wealth Management Service

Entrust your dedicated Financial Planner and Investment Manager to provide you with a holistic financial plan and personalised investment strategy.

  • We’ll explore your financial requirements to create a plan that matches your individual needs and goals.
  • We'll give you confidence in your investment decisions based on your investment strategy.
  • We’ll form a secure financial future for you and your loved ones.
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Investment Services

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.

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Planning Services

Whether you have a specific question about your finances or looking for someone to help you create a holistic financial plan, we can help you create a more secure financial future.

  • Financial Planning to build you a financial plan that’s specifically designed to meet your needs.
  • One Step Financial Plans provide guidance and streamlined advice around a commonly asked financial question for people with non-complex needs.
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Request a call back

Get a better understanding of your current situation and the options available to you, take advantage of a free consultation with a financial expert.

0207 739 8200 (Open Mon-Fri, 9am-5pm)

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