Transitioning into retirement

Now that you’re ready to retire, it’s important to identify what needs to be done, and in what order, to maximise your chances of enjoying the retirement you want to have.

Whilst this is an exciting time, it can also be a time of uncertainty. You may be wondering what can I afford to do? Will I spend too much and run out of money? Am I going to spend too little and risk my loved ones paying unnecessary tax on their inheritance?

• Discover how we’ve given Shirley the reassurance she needs to fully retire and spend her hard-earned money!