Retirement Planning

When can I afford to retire? A case study in pension planning.

Read the anonymised financial report of a real customer of our advice team.

What’s inside?

  • Working out a target income

  • What is an annuity?

  • Effect of inflation and investment risk

  • Scenario modelling

  • Can I afford to retire at 55?

The views and opinions expressed in this guide are for informational purposes only and do not take into account the specific investment objectives, financial situation or individual needs of any particular person. This guide is not financial advice; it is intended to help inform your research. Pension rules apply and tax rules may change in the future.