Topic: Uncategorized

Post-Work Income

Posted on May 4, 2021 by - Uncategorized

How much annual income will you receive from your pension and savings?

Retirement will probably be one of the biggest events you ever go through in your life, so it’s not something you’ll leave to chance. But knowing how much you’ll need, and how to get there, isn’t always easy.

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Generation Xers Chronically Under-Saving

Posted on May 4, 2021 by - Uncategorized

57% face financial difficulty in retirement years

According to The International Longevity Centre UK (ILCUK) report, a substantial proportion of Generation Xers (those born between 1965 and 1980) in the UK face financial difficulty in retirement, with one in three expected to face significant disadvantages.[1].

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Pension Lifetime Allowance

Posted on May 4, 2021 by - Uncategorized

How to stay within the limit to avoid a tax charge

If you’ve been diligently saving into a pension throughout your working life, you should be entitled to feel confident about your retirement. But, unfortunately, the best savers sometimes find themselves inadvertently breaching their pension lifetime allowance (LTA) and being charged an additional tax that erodes their savings.

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Is it time to retire retirement?

Posted on May 4, 2021 by - Uncategorized

Everyone has different circumstances and different expectations

No matter how far away you are from retiring, it’s important to plan for the future. It’s hard to know exactly how much you’ll need because everyone has different circumstances and different expectations. Today you have new pension freedoms to decide when and how you retire.

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Retirement Goals

Posted on May 4, 2021 by - Uncategorized

Knowing where you’re going and how to get there

Retirement might seem a long way off but the later you leave planning for it, the less chance you have of achieving the retirement you want. We all dream of how we’ll spend our retirement but that dream looks different for everyone.

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