Reaching retirement

Whenever it is you retire and whatever your retirement looks like, one of the biggest differences, along with much more choice over how you spend your time, is where your money comes from. Until now, pensions and investments were about saving but in retirement they’re likely to become your pay packet, providing the money to live your life.

What can you do with your pension?

What can you do with your pension when you retire? In this short video we explain the different options – including buying something called an annuity for a secure income, taking income as and when you want to through income drawdown, making lump sum withdrawals and keeping your pension invested in retirement.

Your other investments at retirement

If you have investments other than pensions, you might find they take on a different role during retirement, for example you might rely on them for an income. Because of this, the run up to retirement is an excellent time to take stock of what you’ve got and make sure your investments suit your new lifestyle.

How can we help?

Our service has everything you need to make the most of your investments now you’re reaching retirement. Get in touch to find out how we can help you.