RETIREMENT PLANNING STEPS
Plan ahead now to live the lifestyle you want in your retirement
Your pension is only part of your retirement planning. When it comes to your future, it’s worth considering all of your assets and your wider wealth plan. Without this approach, you might overlook opportunities or make decisions without all the relevant information.
What does our guide cover?
Retirement planning raises a lot of questions, such as:
-
Do I need to plan now to help ensure I can achieve the lifestyle I expect in retirement?
-
Can I retire early?
-
How do I use my other assets to provide an income?
-
Can I leave my pension for my children?
Our guide is a starting point for all the things you need to consider. We help you explore those questions and take the right next steps.
RETIREMENT PLANNING STAGES
Download our guide to learn more
Explore how you can use your assets to retire early, without compromising your pension fund.
Discover the power of cashflow modelling to demonstrate how different factors could impact your retirement fund.
Understand if you can pass your pension on to your loved ones.
Learn how you can transition from the accumulation phase to decumulation in terms of your retirement fund.
“We now finally understand our investments and are reassured that we can be secure and comfortable for our future.”
Brown Shipley client
Download your Retirement Planning Guide
We have years of experience in retirement planning, helping clients make best use of their assets to fund the lifestyle they want to live in retirement.
Complete the form below to receive your guide.
To receive advice and to become a client of Brown Shipley, you must have a minimum of £1m of investable assets.
Why partner with Brown Shipley for retirement planning?
Important Information
- Investing puts your capital at risk.
- The value of your investments can go down as well as up, and you could lose some or all of the money invested.
- Tax treatment depends on individual circumstances and is subject to change.
- Tax planning is not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.