Retirement Planning
PERSONAL FINANCES
The foundation of retirement planning is working out when you want to retire, and what a good retirement lifestyle looks like to you.
From there, we work out how much that will cost and assess your existing pensions. The next step is putting together personal recommendations, including a personalised investment strategy and the best way to take your pension benefits when the time comes.
We also monitor your progress and help you adapt to changes through ongoing advice.
"Having asked Najinder to handle my pension accounts, I was really happy with the speed and professionalism of his actions. An initial meeting was arranged promptly and the advice my wife and I received was clear and helpful. The ongoing communication and advice has been excellent with regular updates and planning for future services. Very happy to recommend Najinder to anyone.
- Nic Fillingham, Technical Support Engineer
Having a clear, personal, retirement plan empowers you to achieve your goals by breaking down the process into individual steps.
You can tailor your retirement plan to incorporate all the goals you decide to set, giving you clarity around your personal finances. You will have a personal investment strategy which is kept under regular review, and suited to a level of risk you are comfortable with, and we will explore tax-efficient ways to maximise your earnings.
How can 20:20 help?
Our unique financial collaboration approach will enhance your retirement planning process.
We don’t just map out your money, we help you define your values and how they should shape your retirement. We help you decide the level of investment risk you are comfortable with, and how it might change as you move towards retirement. We use a range of cash flow forecasting tools to evaluate your progress, and as a member of the Openwork Partnership, we have access to over 100 investment funds and portfolios and some of the best investment managers in the industry.
- Tailor your retirement plan to your goals for clarity on personal finances.
- Develop a personal investment strategy reviewed regularly and aligned with your risk tolerance.
- Explore tax-efficient methods to maximise earnings.
- Unique financial collaboration approach enhances the retirement planning process.
- Help define your values and integrate them into your retirement plan.
- Assess your investment risk comfort and how it may evolve over time.
- Utilise cash flow forecasting tools to evaluate progress.
- Access to over 100 investment funds and top investment managers through Openwork Partnership.
We are here to help you map out your financial future!
