Guide to Getting Set for Retirement
Your Countdown to Retirement Checklist
This fully personalised 04-page guide looks at what people need to consider as they approach the last five years before retirement, thinking about finances, health, housing and plans for the future to live comfortably in retirement.
In recent years, the changes to pensions legislation have created greater freedom and choice over how pension assets can be used. However, with freedom and choice comes complexity. This guide looks at the things to consider as part of a retirement checklist and understanding the options.
What clients and prospective clients will read includes: Tracking down your pensions; When can you access your pension/s? What’s your pension’s value? Get a State Pension forecast; Find out the value of your other investments; How will you access your pension? Make a retirement budget.
How to use
Ideal to generate retirement planning business opportunities. Upload to your website, use the content on your blog, email to clients and prospective clients, and use it on your social media channels. If you have previously ordered, we’ll use your approved personalisation artwork; our Client Services Team will contact you to provide a high-resolution artwork file (300 dpi or higher).
Order now, fully personalised, for just £127.99
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