Checklist for planning your retirement

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Retirement marks the transition into a new chapter of life — also from a financial point of view. To be able to look forward to your golden years, you will have to take a number of very significant decisions.

Our checklist takes you through them step by step, starting roughly ten years before you plan to stop working.

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What we do for you

  • Ten years before

    Close contribution gaps and review your pension fund.

  • Five years before

    Decide between pension and lump sum, plan withdrawals.

  • One year before

    Register with the compensation office, adjust insurance.

  • After retirement

    Manage drawdown, taxes and your estate.

Clear thinking for the financial decisions that matter — practical perspectives on retirement, tax, investing and property, with no product advertising. Receive our client newsletter.