retirement planning

You’re on track to save £500k for your retirement. It sounds like a lot, but is it truly enough to see you through your golden years?

Practical tips to help you plan for a phased retirement, and a reduced working week in the years leading up to retirement.

We explore how much you should aim to have in your pension pot at 50, and the steps you need to take to secure the retirement you envisage.

Turning 40 can be a wake-up call for your retirement savings. Learn how to assess the health of your pension at 40 for a secure future.

Putting money aside for later life should be the cornerstone of your financial planning. Saving into a pension is an excellent place to start

As life expectancies increase, there’s an ever-growing chance you could live to 100. Prepare your finances to support you for a long life.

Crystallising your pension unlocks your investments and gives you access to your pension savings, including a 25% tax-free lump sum

Is an annuity something you should consider? We take a look at the benefits and drawbacks to help you build up a clearer picture

We delve into the potential downsides of equity release, as well as some of the advantages. The right choice depends on your individual circumstances and financial goals.

Changes to the Pension Lifetime Allowance and Annual Allowance mean you can put more money into your pension without attracting a tax charge

More and more people are choosing to take a phased retirement, and many are using retirement as the opportunity to start-up a new business

If your pension pot is on track to reach £1 million, find out how you could benefit from the removal of the Lifetime Allowance

How much you need to retire will vary from person to person - it’s important to crunch the numbers early on to ensure you're on track

A look at phased retirement, the different options available, and how you can get the most from your retirement savings and keep working

If you're about to retire you should switch your investment strategy to one that protects your money and ensures an income for life

If you decide to withdraw money from your pension early, you are likely to be heavily penalised unless you meet one of two criteria

Putting money aside for later life should be the cornerstone of your financial planning. Saving into a pension is an excellent place to start

Combining multiple pensions in one place (pension consolidation) makes them a lot easier to manage, but it might not always be the right thing to do.

As we get older, there are a few fundamental ‘financial housekeeping’ steps -o ne of the most important is setting up a Power of Attorney

What you need to start thinking about in your 20s, 30s, 40s, and even 50s, to ensure you are able to achieve the retirement you want

Are you making full use of the tax relief allowance on your pension? If not, you could be losing out on thousands of pounds towards your retirement

“People worry they’ve left things too late, but it’s never too late to have a conversation. Chances are we can do something about your financial situation"

Do you know how much to put aside for your retirement, so you have the freedom to follow your dreams and do everything you ever wanted to?