10 key things to consider as you approach retirement

If you are within five to ten years of your planned retirement date, it’s essential that you start making plans if you haven’t already. If you do already have retirement plans in place, it’s important to review them to make sure they are still on track.

Whether you’ve been employed or you’ve built your own business, you have worked hard to achieve your success. Targeted, timely planning increases the chances of you being able to enjoy the rewarding retirement you deserve.

We like to see retirement as the start of an exciting new era; you have completed your working life and can now enjoy doing the things you want to do. Having this perception means that you’ll give your retirement planning the attention it deserves.

It’s likely that up to now a lot of your financial arrangements have been transactional rather than part of a wider holistic plan. You’ve needed life insurance linked to your mortgage, and maybe you’ve had different pension arrangements in place through your working life.

Now is the time to start pulling the different threads together to make a coherent plan that will take you successfully into, and through, your retirement.

In this guide you will find 10 things you should do now to give you the best chance of achieving the retirement you deserve. You can download the full version or read the key points below.

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10 key things to consider as you approach retirement


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Cordiner Wealth

We’ve been advising clients and helping them with their retirement planning for more than 25 years.

We recognise that no two clients are the same, but over the years we’ve come to recognise some familiar values.

We work with people who work hard and have clear goals for the future.

They are no strangers to a challenge and are not unfamiliar with perseverance and determination. They are serious about what they do for a living, but they also want fulfilment – they work to live, not the other way around.

We are an independent firm, dedicated to getting the best possible outcome for all our clients, with the key driver being that we see financial advice as a long-term relationship, rather than a one-off event.

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Get in touch

We’d love to chat through your goals, hear about what matters most to you and see where we could help. Email us at hello@cordinerwealth.co.uk or call 0113 262 1242.

Alternatively, use our online book a call facility to schedule an initial consultation.

Please note – A pension is a long-term investment not normally accessible until 55 (57 from April 2028). The value of your investment (and any income from them) can go down as well as up which would have an impact on the level of pension benefits available.Your pension income could also be affected by the interest rates at the time you take your benefits. The tax implications of pension withdrawals will be based on your individual circumstances. Levels, bases of and reliefs from taxation may change in subsequent Finance Acts.

The value of your investments can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.

Taxation details in this guide are based on our understanding of current law and rates as of March 2021 and are subject to change.

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Have a question? But not quite ready to book a face-to-face meeting yet? We'd be more than happy to have a no-obligations chat. Use our message box below to get in touch.

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      Cordiner Wealth is a trading style of TPFA Limited, which is authorised and regulated by the Financial Conduct Authority. FCA reference number 611188. Registered in England and Wales as a Limited Company No. 8453762. Registered address: 9D Harewood Yard, Harewood Estate, Leeds, LS17 9LF

      The value of investments and the income from them can go down as well as up, so you could get back less than you invested. In the investment world, the past is not a reliable guide to the future.

      The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

      Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change, content of the website may not reflect the latest changes.

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