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Pre-Retirement

 

 

Some of the areas we will cover in our meeting will be to ask you the below statements to help you decide on the best area of investment

Some Way To Go:

 

  • The age you may wish 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

Nearly There:

 

  • 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

Dore Financial Ltd is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.

Registered office address The Old Co-Op, 69 High Street Dodworth, Barnsley, South Yorkshire, S75 3RQ. Registered in England & Wales, Reg No: 05780378

The On-Line Partnerships Limited’s FCA registration number is 1926383

Both can be checked on the FCA website www.fca.org.uk/register or contacting the FCA on 0800 116768

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