They say retirement is the longest holiday, but some holidays are better than others. Which would you prefer, an all-inclusive at a great place you’ve always wanted to go to or a last minute deal into the unknown? People’s options on retirement are sometimes not dissimilar. It often depends on the planning you have in place and how early you began looking into it.
Retirement planning isn’t always about trying to ensure you have the biggest pension pot possible. Whilst this is one option, we also consider other issues. We actually think it’s as much about trying to achieve the lifestyle you desire in retirement.
Recent announcements in the budget affecting pensions may change the way you look at things such as annuities. We are always here to explain any such changes in a clear and jargon-free way.
Working closely with you we will design a plan to suit your needs. Ultimately, what do you need from your pension plan? How about one which makes sure your income exceeds your outgoings from the day you retire. You can then enjoy the luxury of financial independence for the rest of your life. Working in partnership with your trusted financial adviser at CDG you have our assurance that we will be working with you all the way to put this goal into action.
If you’d like to find out more about planning your retirement with CDG, please call us on (0115) 9771155 for your free, no obligation review, or send us a message using our contact page.