Pre-retirement Planning

Are you planning to retire within five years? What will retirement mean for you?

This course will help you focus on the key issues you need to think about when planning to retire, including:

What income will you have in retirement?

Will that income be sufficient for you?

How can you minimise your expenditure?

What you need to consider when investing your money

Protecting your wealth

The course will help you see the bigger picture, but also addresses individual issues, looking at all aspects of retirement, including:

Why retirement planning is important

How the state pension works

Your company pension scheme

How private pensions work

Savings and investment and how to choose what to do

What to do about your mortgage

Using Wills, Trusts and Lasting Powers of Attorney to protect your assets

Where to seek the correct financial advice

Contact Oak Tree to find out more about this financial training.

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I WOULD LIKE TO DISCUSS

Are you planning to retire within five years? What will retirement mean for you?