Planning for retirement

Jenni met Bev when she worked as a fundraiser for the NSPCC, when Bev was supporting the charity as a corporate partner. Jenni retired in 2019 at the age of 62.

When my dad was poorly in 2019, I needed to take some time off work to help look after him. He’s back to good health now (and back on the golf course), but the experience made me realise that time is short. It made me think that I’d like to spend as much time as possible with him, while I could.

Luckily, I was already working with Bev. A few years ago, I realised that I was approaching 60 and really needed a better understanding of my pensions. I had several from different employers, and I had no idea how well they were performing or what my options were for retiring.
Bev helped me through the maze of options and I eventually decided to consolidate all of my various pensions into one. I’m quite sure that if I hadn’t done this, I wouldn’t have been able to retire as early as I did.

Now that I’m retired, I have the time to do things that I really enjoy, such as baking and walking my dog. I regularly see my dad, who’s now 92, and I often visit my sister and her six grandchildren down south. For me, this is what retirement is about; doing things you enjoy with your family.

Bev was amazing; she talked me through all of my options and sorted everything out. It was a wonderful day when I asked her “Could I retire now?” and the answer was “Yes!”

The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested. Levels of taxation will depend on the individual circumstances of the investor and are subject to change.

The Financial Conduct Authority does not regulate Tax and Estate Planning.

Are you ready?

If you’re ready to start planning for your retirement, contact us today for a free, no-obligation meeting.

Contact Us