Considerations at this life stage
Sorting your finances
Ensuring you’re debt free is an important consideration when reviewing your pension at this life stage. Without your regular working income, you may struggle to pay your mortgage or any outstanding loans you currently have. We can help you to identify if there are any gaps between your retirement income and debt outlay.
Protecting your pension
Protecting your pension against any last-minute slumps or crashes in the stock market volatility could make the difference between a basic or comfortable retirement. Selecting a suitable policy that can offer greater security while still giving you a solid return could be ideal – especially as you move closer to retirement.