Pre – Retirement

Pre – Retirement: Some way off

You may need help to think through?

  • the age you may want to retire at
  • working out how much income you might need to live a comfortable life or the life you want in retirement
  • understanding the amount of savings required to create the income you want or need
  • building confidence in the steps you need to take to make sure your money will not run out before you die
  • reviewing existing retirement plans and identifying any savings gaps
  • understanding the different options open to you regarding your retirement
  • maximising your savings and taking full advantage of your own tax allowances
    protecting or de-risking the investments you have built up.


Pre – Retirement: Nearly there

You may need help to think through?

  • maximising your contributions to your pension ensuring you don’t exceed your annual or life
  • time allowances
  • modelling different income requirements in retirement so you can take your income in the most
  • tax efficient way as well as building in some flexibility in the amount of income you take from your pension pot
  • maximising death benefits for you and your spouse, partner or family
    utilising all tax allowances available to you
  • increasing your confidence that your money will not run out during retirement
    factoring in any special spends for holidays or another car etc.

Initial meeting at no cost to you.

Tel: 02890 311 811


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