Our New Years resolution for 2021

Our New Year’s resolution for 2021 is to help more of you ensure that your retirement planning is in a good shape.

The “Great British Retirement Survey 2020” recently released by Interactive Investor was rather gloomily subtitled “Retirement Storm Brewing”. Their survey discovered that one in eight people now think they will need to delay their retirement because of the downturn in markets caused by COVID-19. It also showed that anxiety about stock markets has escalated, and people are now a lot more uneasy about putting retirement funds into the markets. Additionally, out of the 10,000 people surveyed, one in three had never had any financial advice or guidance, and made their own way from reading the press or making online searches.

Given the importance of retirement planning, and concerns over the impact the coronavirus pandemic has had, we have put together a report showing 5 key questions that you need to ask when looking at your pension. You can download it by following this link.

Throughout January, we are also offering a pension health check, at our cost. We will look at:

• How much you have saved so far

• How much income could be expected in retirement from your pension

• What fees are being paid

• How has the performance been

• How your funds are invested and whether they are invested in line with your risk profile

Once we have collated this information, we will present it back to you along with any recommendations that we have to tune things up.

If you would like to take advantage of this, just leave your details and tick the box on the download report page and we will get things going.