What you should do after you’ve retired
Once you’ve retired, you must concentrate even harder on your money. With little chance of adding to your wealth, it’s vital you CHECK YOUR MONEY AT ONCE A YEAR, or more often. To make every penny count, you need to focus on income, build capital growth to protect against inflation and ensure tax efficiency.
CHECK YOUR MONEY NOW USING THE LINKS BELOW.
If you’ve already taken pension release and you’re not receiving a regular quarterly review of your pension fund, get a free report now.
If your pension is in income drawdown and you’re not receiving a regular quarterly review of your pension fund, get a free report now.
In retirement, a yearly wealth check on all your money and investments is just as important as a yearly health check. Get a free review today.
YOU NEED TO PAY REALLY CLOSE ATTENTION IF YOU’VE TAKEN DRAWDOWN, FOR YOU’RE UNLIKELY TO HAVE MORE CAPITAL AVAILABLE FOR NEW INVESTMENT.
Your personal circumstances will be very different to when you were working. You’ll probably pay less tax. But you might spend more on enjoying yourself, visiting family and friends, on hobbies and going on holiday. In time, you might end up spending more on your health. It all points to one thing.
Whilst you make not need the pension service any longer, with limited capital and income and no prospect of getting some more, it’s VITAL YOU KEEP A VERY CLOSE WATCH ON YOUR MONEY. It’s doesn’t matter whether your pension fund remains invested and your income is provided by drawdown. Or whether you have investments. The answer is the same.
REVIEW. REVIEW. REVIEW. Once a year at least. And keep tabs on your money every quarter too.
If you want to know more, click the links below.
If you’ve already taken pension release »
If your pension is in drawdown »
If you have investments worth more than £25,000 »
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