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.
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.
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Manage your estate
From keeping an eye on how you spend your pension, to thinking about long-term investment, there are ways to keep up the momentum when it comes to the most effective financial plan for you.
Retirement Plan
What sort of retirement can I afford?
When thinking about how to draw an income from your retirement savings, professional advice can make sure you take the right decisions for you and your family.
Inheritance Tax Plan
How can you mitigate your 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.
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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