Retirement planning isn’t just about how much you’ve saved, it’s about whether your money will last as long as you need it to.
In this session Adam Bateman and Paul Donachey put retirement plans to the test. They’ll cover how to turn pension pots into a reliable retirement income, what can erode your savings over time, and the options available to make your money work harder.
We bring to life Amanda’s case study. She was 49 when she came to us, hoping to retire at 55, but her initial forcast showed her funds could run out at age 72. By reviewing her pension and investment strategy the projections changed dramatically.