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. It pays to get advice given that your investments, savings and pensions need to fund the rest of your life.

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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. Understand 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.

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Planning for a century

26 Jul
|
4 mins

As more of us reach the age of 100, financial planning is vital to ensure we have enough money to fund our lifestyles through a potentially long retirement.

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Our top 10 insights from 2022

24 Jan
|
2.5 mins

No new year can ‘officially’ start until our obligatory list of top articles and insights! For many of us, 2022 continued to be a challenging year. Amidst the ongoing coverage of conflict, climate concerns and more, there were, however, some brighter notes during the year.

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Is retirement planning more important than ever?

24 Aug
|
5 mins

Although retirement planning should be carried out as early as possible, many of us only seriously review our financial situation a few years before we plan to retire. Recent events, however, highlight regular reviews of your wealth are more important than ever, as Simon Prescott explains.

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Protecting your digital legacy

27 Jul
|
6 mins

What are your digital assets worth? Potentially more than you think, which could present a challenge to ensure they are passed to loved ones after your death. But what strategies can you consider to protect these for the next generation?

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Could your will be contested?

25 Jan
|
5 mins

Formalising your wishes for your estate with a legal professional is the best way to help protect your family – and your assets – after you’re gone. As Simon Prescott explains, given the number of contested wills is on the rise, the more you can do to provide clarity around your plans, the better.

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Our top 10 for 2021

17 Dec
|
3 mins

No year seems to be complete without the obligatory review of events and 2021, for many of us, has been almost as challenging as 2020. Amidst the ongoing coverage of conflict, climate change and COVID-19, however, there were some brighter notes through the year.

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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.

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Are you part of the inheritance ‘SKI’ Club?

07 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.

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Do you want to leave a legacy?

06 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.

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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.

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Last wills and testaments go digital… virtually

02 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.

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Achieving financial success in retirement

19 Oct
|
43 mins

In this webinar, we explain 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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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.

Or please complete and submit the below form and one of the team will get back to you as requested.