King's Lynn

Wisbech

Contact Us

King's LynnKing's Lynn 01553 76644201553 766442

WisbechWisbech 01945 42714001945 427140

Email: mfp@mapusfp.co.uk

Mapus Financial Planing IFA

Life's Stages: Approaching Retirement

Life stages between 40 and 50

Once you reach the stage where you're considering your retirement income, expert financial advice becomes even more important. Many of the choices you make at this time will affect your lifestyle so you need to make sure they're right.

It pays to be prepared as your retirement approaches, everybody's financial situation is different but the main considerations for most people when they think about retiring, will come down to:

  • If they're renting, paying a mortgage or mortgage free
  • If they have any debt
  • If they plan to keep working, have they considered phased retirement?
  • How much money they have saved into their pension pot and other investments
  • How much state pension they'll be entitled to

Retirement is going to be one of the most important decisions you are likely to make, when you stop work, whether you are going to phase your retirement and work part time and will you have enough to do what you want?

There are many decisions that can be made and options available that will make a huge difference to your finances in retirement. This might mean delaying retirement a year or two or changing your investments.

There are many decisions to make when approaching retirement, let us help, give us a call

A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.


Regulatory Statement

Mapus Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.

Registered Office: Listergate House, 80 Chapel Street, King’s Lynn, Norfolk, PE30 1EF. Registered in England & Wales, Number: 3913672. FCA number 191786.

IFA Web Pro ©

Site Disclaimers

The regulations regarding tax rates and investments may change in the future and are subject to individual circumstances.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Contact us

01553 766442 / 01945 427140

mfp@mapusfp.co.uk

Our alternative dispute resolution provider is the Financial Ombudsman Service.
Their website is financial-ombudsman.org.uk