Retirement report
Planning for retirement is one of the most significant financial decisions you'll make. It’s not just about numbers, it’s about aligning your future lifestyle with your goals and aspirations. Whether retirement feels just around the corner or still years away, taking the time to plan now could make all the difference later. A well-considered retirement plan helps ensure that your financial resources support the life you envision; whether that means travel, time with family, pursuing passions, or simply peace of mind.
How prepared do people feel for retirement?
The findings reveal a mix of confidence and uncertainty, highlighting key areas where many feel underprepared.
Introducing our Retirement report.
We surveyed people aged 45 and over across the UK to understand their thoughts on retirement planning
This report is designed to guide you through the key considerations, options, and actions that can help you build a retirement plan tailored to your unique circumstances. From understanding your pension and savings to exploring investment choices and lifestyle planning, we’ll help you take confident steps toward a fulfilling retirement.
The retirement reality check
What’s holding people back from planning their financial future?
Remember, the amount you receive from your pension plan when you retire will depend on several factors, including how much your plan is worth at the time you take your benefits. This value can go down as well as up, so it's not guaranteed. There’s a chance that the value of your plan could be less than the total amount you’ve paid in.
