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Retirement planning

Whether you have a rewarding career, or are running your own company, there will come a point when you want to retire (or just step back) and enjoy life. Ensuring you have enough money for all your financial needs and wealth goals, however, presents its own set of challenges. Find out how we can help.

Supporting your life as a retiree

Having accumulated investments, pensions and savings, are you confident you can enjoy a comfortable life in retirement? This phase in life is known as decumulation, but have you accrued enough to draw down and meet all your goals? It’s also worth noting there are a new set of challenges and risks, which can be difficult to navigate without professional financial advice and guidance.

Whether you are looking ahead to retirement, about to retire, or are already a retiree, we work with you to develop a comprehensive approach that encompasses all of your assets through a wealth plan, including a detailed, personal decumulation profile. At this crucial stage of your life, we listen to what’s important to you and seek to appreciate your financial and life goals over the short, medium and long term, as well as anticipate future hurdles.

In taking the time now, we can ensure you have the right plan for you and your family to achieve financial success in retirement.

Decumulation matters

As the number of people and timelines in retirement grows, how can we ensure that the funds we have accumulated in investments, pensions and savings will cover us to the end of our days in decumulation, even if we won’t give up work? There is a solution for clients.

Access more relevant articles and insights

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.

How we help clients draw down their wealth

Whatever the source of your wealth, or whether you have retired or not, find out about our approach to retirement planning, the risks you can face and what the opportunities there are to mitigate those risks by reading the introduction to our retirement planning service, which can be accessed here or downloaded for future reference.

 

Our retirement services are just part of our comprehensive wealth planning support

Get in touch

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.

Become a Client

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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Contact Us

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.

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