Financial planning for retirement: Your questions answered
We were delighted to present our highly anticipated Retirement Webinar on 23 June. Hosted by Ben McCarthy, Lifestyle Financial Planner…
What could your pension be worth in retirement?
Most people will need around 80% of their salary as income in retirement. Typically, people spend more at the beginning of their retired life, and then progressively less over time (except where unexpected care requirements arise).
Fill out our quick Pension Calculator below to see whether you are ahead of target, on target, or behind target for your own retirement plans:
Important information: Your calculated results do not take account of inflation, tax, or changes to legislation. Whether you have a shortfall or a surplus, this is just an example, and a financial planner can help you both save and grow your investments tax efficiently and ensure there is an appropriate plan to draw on your investments at retirement. Growth has been set at 5% for illustrative purposes only and this is not guaranteed.
How can we support you further?
Retirement is one of life’s most significant milestones – both financially, and emotionally. As a both a Chartered and a Pension Specialist firm, we have helped thousands of clients with complex pensions and investments to not only plan for the financial aspects of retirement, but to enjoy their retired life to the full.
If you’d like to discuss your outcomes from the Pension Calculator and learn more about how a Lifestyle Financial Planning can help you, arrange your free, no-obligation consultation with us today.
Pensions and retirement articles
From retirement checklists to keeping your pension plan on track, our range of pensions and retirement articles are full of helpful information to get you started.
Are you really ready to retire? Find out with our pension calculator
For many people, retirement is something to “think about later”. Whether that’s planning how you want to spend your time or how you’ll manage…
£31.1 billion in pensions remains unclaimed. Here’s how to track yours down
Millions of pension pots have been lost track of in the UK. Thankfully, there are practical ways to find them.…
The ultimate pensions and retirement jargon buster
Your guide to the terms you are likely to hear when planning for retirement. There are a lot of buzzwords…
How to turn a strong pension into a structured retirement plan
How to turn a strong pension into a structured retirement plan Being ahead on your pension doesn’t mean your plan…
How to keep your pension on track
How to stay on track and strengthen your retirement plan When your pension plan is on track, the focus shifts…
How to get your pension back on track
How to get your pension back on track Falling behind on your pension target? Learn how to get back on…
How does your pension compare to people your age?
How does your pension compare to others your age? Compare typical UK pension pots by age and see what your…
£31bn in lost pensions. How much could be yours?
£31bn in lost pensions. How much could belong to you? There’s £31.1 billion sitting in lost, inactive or unclaimed pension…
Are your investments built to deliver income during market turbulence?
Are your investments built to deliver income during market turbulence? Retirement planning isn’t just about growth. It’s also making sure…
Your five-step pre-retirement checklist
Your five-step pre-retirement checklist A practical guide to help you understand your retirement income, your options, and how to turn…
Four ways to protect your pension from inheritance tax
Attivo Pension Series – Part 3 What if your inheritance tax (IHT) bill looks set to increase exponentially because of…
Pensions and inheritance tax: what’s changing in 2027
Attivo Pension Series – Part 2 In Part 2 of Attivo’s three-part Pension series, Associate Director Ryan Wright explains how pensions…
Pensions need protecting more than ever. Here’s why.
Attivo Pension Series – Part 1 In the first of our three-part Pension series, Ryan Wright, Associate Director at Attivo…
The gender pension gap: how can we close it?
Women and Pensions – Part 2 In celebration of International Women’s Day – and its theme “Give to Gain” – we’re giving…