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Pre-Retirement Support

One of the truths about investment and pension planning is that an
individual’s needs and expectations may well change over time.
That’s why regular reviews are so important, making sure that plans
are reviewed and changed in the light of personal or external events

The need to review has been highlighted in recent years with firstly
covid and more recently cost of living increases potentially
affecting finances. Little wonder then that research carried out by
Renovo has revealed that 93% of employees are worried about
post-retirement finances. This is leading 43% of those facing
retirement to predict that they will need to work beyond retirement
age.

Over three quarters of those surveyed commented that they wished they had
received more information on pensions and savings earlier in their
career. With current cost of living challenges impacting finances,
options may be limited. However, understanding what options are
available and the way in which actions now could have implications in
later life could just help individuals to make better informed
choices.

If you are looking for advice on pensions, or if your situation has
changed and you may therefore need to review your existing pensions
or investments, contact Beckworth by using one of the links on our
website.