Retirement

Where are you now?

Explore each stage to see where you are in your retirement journey

Pre – Retirement

Some way off – You are likely to be over 50 and/or have between 10 – 15 years still to go until your selected retirement date (SRD) or the age when you can draw your state pension.

This could be me – Click here.


Nearly there –
You have around 5 years until your selected retirement date (SRD) and are much more interested in your retirement options.

This could be me – Click here.


At – Retirement

Choices and decisions – You are now in the process of retiring. You are less likely than in the past to stop working at a set date. You may go part-time and take some income from your pension pot; stop working completely and draw your income from your pension pot or you might leave your pension pot intact and continue longer through choice or need.

This could be me – Click here.


In – Retirement

Greater freedom – You are probably fully retired now and receiving your state pension as well as generating income from your pension savings.

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Slowdown –
Now you may be slowing down for a variety of different reasons from health issues to having done all the things you wanted to do. You may be spending more time at home and have less need for income.

This could be me – Click here.


Later life –
You may have more health issues; are more dependent on others and may have more need for advice if you are feeling less confident about making decisions about your finances.

This could be me – Click here.

Initial meeting at no cost to you.

Tel: 02890 311 811

Email: admin@succeedwm.com

Gordon Street Mews, 27-29 Gordon Street, Belfast, BT1 2LG