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Retirement

Whether you are set to retire soon, or whether it is decades away, it pays to plan for your future, and especially since it is inherently unpredictable.

Find out more

The concept of retirement means different things to different people. For some it may be seen as the longest holiday of their life. For others, it may be a switch from full-time employment to a series of consultant, non-executive director and trustee roles. Whatever your plans, there are a number of options that you should think through, particularly if you are planning to retire within the next decade

It’s a complex period in life and most underestimate the challenges. Find out how we can support your life as a retiree, based on a comprehensive approach to your finances.

Decumulation matters

As the number of people and timelines in retirement grow, how can we ensure that the funds we have accumulated in investments, pensions and savings will cover us to the end of our days? It’s a period of life known as decumulation and can even affect those who don’t completely give up work. However, there is a solution for clients.

Access more articles and insights

Leaving a legacy

The power of philanthropy: five steps to effective giving

15 Dec

   |   4 mins

The response to COVID-19 showed that many people can act swiftly and spontaneously to support a vital cause. In less frantic times, however, it might pay to take a more considered and structured approach to giving as John Williams explains.

Major life events

Are you part of the inheritance ‘SKI’ Club?

7 Dec

   |   6 mins

When it comes to your children’s inheritance, are you caught between a desire to provide enough financial security for their future while protecting them from over-entitlement? If so, you’re not alone. Perhaps it’s time to consider joining the inheritance SKI Club.

Major life events

Do you want to leave a legacy?

6 Dec

   |   6 mins

A true family legacy is more than the money you leave your loved ones. It’s about passing on a unique set of values, beliefs and purpose to the next generation. But while the wealth industry talks about ‘the great wealth transfer’, we look at what it actually takes to make succession a success.

Retirement planning

How long will you spend in retirement?

23 Nov

   |   5 mins

Thinking through life in retirement is complex because we are planning for an undetermined period in life with a finite sum of money. However, even if you know when you will retire and understand how your finances might map out, longevity remains an important influence on the quality of life as Simon Prescott explains.

Retirement planning

Is retirement planning more important than ever?

19 Nov

   |   5 mins

Although retirement planning should be carried out as early as possible, many of us only seriously review our financial situation as we approach the point at which we plan to retire. However, we believe the planning needed to sustain our finances for the longest holiday of our life is more important than ever. John Williams explains why.

Money management

Protecting your digital legacy

9 Nov

   |   6 mins

What are your digital assets worth? Potentially more than you think, which could present a challenge when ensuring they remain in the hands of a loved one after your death. But what strategies can you consider to protect these for the next generation? Pippa Vicks explains.

Money management

Last wills and testaments go digital… virtually

2 Nov

   |   4½ mins

Although the preference is for the physical presence of witnesses, Simon Prescott explains how wills in England and Wales can be drawn up digitally, if you follow the detailed procedure, as well as noting how will writing is done in Scotland.

Retirement planning

Achieving financial success in retirement

19 Oct

   |   43 mins

John Williams, head of wealth planning, joined Simon Prescott, senior wealth planner as they explained what clients should be aware of as they transition from a career, or running a company, to retirement, and how they might achieve financial success in a phase of life called decumulation.

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If you are interested in becoming a client, please complete the form via the ‘become a client’ button below. Alternatively, if you are already a client, or if you have a question about how we help clients in particular circumstances, please use the ‘contact us’ button.

 

We will get back to you as soon as we can during office hours, which are Monday to Friday, 8am to 8pm (UK time), except for UK public holidays.

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Thank you for your interest in Nedbank Private Wealth. Please call us on +44 (0)1624 645000 or complete the requested information and one of our team will get back to you soon. We look forward to speaking with you.  Please note: If you are an EU resident, we are unfortunately unable to offer our services to you at present.

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Please call us today on +44 (0)1624 645000. Our office hours are weekdays from 8am to 8pm (UK time), except for UK public holidays.

 

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