Ages You Should Get Pre Retirement Advice

Published / Last Updated on 28/07/2019

There are 3 key stages when you should take retirement planning advice:

Early Twenties:  To establish good habits for regular saving in pensions as well as maximising tax relief and growth opportunities.

10 years Before Retirement or Mid to late Forties: to identify current pensions, projections, likely expenses and income needs and identify any funding gaps, shortfalls and any remedial action to make up any shortfall.

5 years Before Retirement or Mid to late Fifties: when you are on your final run in to retirement to start positioning your pension funds for annuity purchase, flexible pension drawdown or a mix of these and any phased retirement options.

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