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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

Retirement planning benefits from a broad approach to your finances.

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.

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