Many of us have more than one pension, especially if we’ve worked for different employers. We might have personal pensions too. And let’s not forget about the state pension.
The statements we receive for each of our pensions can contain lots of confusing figures. As we approach retirement, we may be presented with different options as to how to take an income (and perhaps a lump sum) from each pension policy.
We might also have other investments and savings, and perhaps a rental property too.
So much paperwork, so many numbers. What do they all mean? What do they all mean for YOU?
This is where working with a Chartered Financial Planner like Peter can help. He can help you to understand the figures and your options. He can help you to make sense of them in your situation.
Peter will help you to understand when it might be feasible for you to stop working and the lifestyle your pensions, investments and savings will provide you with.
Ultimately, your retirement is your opportunity to enjoy the benefits of the money you’ve invested over the years.
It is also important that you retire ‘to’ something rather than just retire ‘from’ your current job. Through financial coaching, Peter can help you to make the transition from your working life to your life of leisure as easy as possible.
To find out how Peter can help you in your particular situation, then please get in touch.
