Congratulations! You’ve reached that exciting time in life when retirement is just around the corner.
If you plan on retiring in the next five years, now is a good time to get professional advice on the best thing to do with your pension funds.
- Will you need a lump sum when you retire?
- Do you want a guaranteed annual pension after you retire?
- Do you need to increase your contributions in these last years before retirement to ‘beef up’ your entitlements after you retire?
- Are tax reliefs available on your pension plan?
- Would you like to review the investment strategy for these last years of your pension plan – ie move your funds into a low risk portfolio?
What can you do now? Click here to find out!
