After reviewing your potential retirement income sources, we develop a snapshot of your overall retirement situation and assess what adjustments, if any, you can make to reach your retirement goals. We will determine:
Where you are now in terms of retirement readiness
Where you want to be
And how to get there
In addition, we can answer questions and provide advice regarding your retirement benefits such as:
How much should I save?
Which Tier 2 plan should I choose?
Which investments are right for me?
What pension payout option is right for me?
To make the most out of your session, please bring the following with you: