Ahead of Retirement
Throughout working life people accumulate multiple pension plans which can be difficult to keep track of over time. With the added complexity of pension providers changing names, people changing address and legislative changes, it is not uncommon for people to have no real understanding of their pension worth.
Furthermore, where pensions are built from employment, they will generally be invested in a default investment strategy, which is a “catch all” medium risk investment. This will generally reduce your exposure to investment risk as you approach retirement, but these funds are not suitable for everyone.
At Timely Wealth Management we can assist you in getting your pensions in order and ensure your money is working for you. Wherever possible we will simplify your pensions to help your understanding and make you feel more in control of your financial future.
When people start thinking about their retirement, they have lots of questions:
- Can I afford to retire early?
- What income will I need in retirement?
- Will I have enough money to keep doing the things I enjoy?
At Timely Wealth Management we understand that retirement planning can start in your 30’s, your 60’s, and anywhere in between. At whatever age you start planning for your retirement, we will assist you in answering these questions and build a personalised retirement strategy.
We will help you set goals for your retirement, for example a target retirement age, and we will regularly review your retirement strategy to ensure you are on track to meet your goals.
Understand Your Pensions
We will help you identify the pensions you have and your current position.
Identify Your Goals
We will help you build a picture of what you would like your retirement to look like.
Monitor Your Progress
We will regularly review your pensions and wider financial position to ensure you are on track to meet your goals.
Request a Call
If you would like one of our expert advisors to call you to discuss your wealth management options please send us your details and we’ll get back in touch with you to discuss your needs.
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