• Home
  • About us
    • The Team
    • How We Work
    • Treating Customers Fairly
    • Terms of Business
    • Privacy
  • Areas of Advice
    • Life Stages
    • Wealth Management
    • Pensions & Retirement
      • Annuities (Fixed Income)
      • Income Drawdown
      • Phased Retirement
      • Pension Calculator
      • Approaching Retirement
    • Investment Planning
      • Savings Calculator
      • Savings Advice
      • State Pension Age
      • State Pension Statement
    • Family Protection
      • Protection Advice
    • Mortgages
    • Business Advice
    • Charity Advice
    • Tax & Estate Planning
      • Inheritance Tax
  • Useful Links
    • News and Comment
    • Calculators
    • Financial Links
    • Life's Stages Links
    • Privacy Notice
  • Contact us
    • Contact
    • Complaints

Life's Stages: Post-Retirement

Life stages post retirement

Retirement will offer opportunities - for new challenges and activities that you can choose now that you have more time. A well-constructed financial plan will enable you to achieve the type of retirement you want and allow you to enjoy your life, without worrying about the future.

It's a time when you might consider your children to be no longer financially dependent on you, or you may now find yourself in a position where you want to help them out with their mortgages and other commitments. This time could also be the right time to consider Inheritance Tax planning and to discuss methods that minimise this tax burden.

You may also want to consider how you will support your family and pay for the additional care requirements if you become ill or how you can pass on your wealth.

Security in retirement is possible, but will need careful planning. Even the best of portfolios can disappear quickly if no thought or consideration is given.

Now is the time to fulfil all those promises you made whilst working, many people would like to travel in their retirement, but not all are financially able to fulfil those goals.

Regular meetings with your financial adviser can help to ensure that you achieve in retirement what you have always promised yourself.

Life Stages below 30
Below 30
Below 30
Lifes stages 30-40
Aged 30-40
Aged 30-40
Lifes stages 40-50
Aged 40-50
Aged 40-50
 
Lifes stages Pre Retirement
Pre Retirement
Approaching Retirement
 
Lifes stages Post Retirement
Post Retirement
Post Retirement
 
Retirement is no longer a fixed time in your life - you can take early retirement or carry on working beyond state pension age.

PFD Financial Services Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
The Financial Conduct Authority does not regulate Inheritance Tax Planning

Please read our Privacy Notice before contacting us


Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 4/11/2022

01959 701704  9am - 5pm, Mon-Fri

admin@pfdfinancial.com

Registered address: 36/38 Westbourne Grove,
Newton Road,
London W2 5SH.

Registered in England & Wales number 2643257.