Retirement Planning Advice

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Take control of your financial future with Retirement Planning

Planning for retirement can be daunting. Thinking about how you’ll fund it and whether you can afford to do the things you want can be a worry.

But it doesn’t have to be.

With the PlanHappy lifestyle financial planning process, we’ll put everything together in clear plans to give you a sense of comfort and control.

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Get your retirement questions answered

You probably have a whole host of questions and might want to know things like:

  • Do I have enough to retire?
  • Will I always have enough?
  • Can I make sure my family are looked after?

Whatever your questions, we’re experts at helping you get the answers you’re looking for and may even answer some you’ve not thought of.

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What’s right for you?

Retirement means something different to everyone. By helping you decide what lifestyle you want we can then work out how your finances can get you there.

Before you can work out what to do with your money, and whether flexibly drawing down funds when you need them or taking a guaranteed income for the rest of your life is best, you first need to decide what kind of retirement lifestyle is right for you.

Your neighbour might love the idea of skiing for three months every year, but you can’t think of anything worse.

What’s right for you is different to what’s right for others.

To work out how to plan your retirement, you first need to decide what lifestyle you want.

It all starts with a chat.

What does a comfortable retirement look like for you?

Regardless of why you’re thinking of retiring – maybe you’re ready to unlock the next chapter of your life, or perhaps you’ve been made redundant or have experienced ill-health – you deserve peace of mind.

Peace of mind that your retirement income will allow for a comfortable retirement you can enjoy, without worrying about the pennies or pounds.

Your dream retirement won’t look the same as anyone else’s. You might want to spend more time with your family and friends or maybe do the hobbies that took a back seat to work. Maybe you’ve plans to travel the world and see everything you’ve always wanted. Or possibly you want to stay closer to home.

Everyone’s different, which is why Joslin Rhodes Pension & Retirement Planning use the PlanHappy Lifestyle Financial Planning process to get a better understanding of each individual case.

We’ll work with you to understand your hopes and dreams first, before working out how you can fund the life you really want in retirement.

Figuring out what’s important to you and your family will help make planning your retirement much easier. Gathering together your goals — however big or small — and talking to a financial adviser could make the difference in you being able to retire sooner rather than later. And who wouldn’t want that?

What can I do now to prepare for early retirement?

If you want to retire at 55, here are three things you can do now to plan for a comfortable retirement.

Work out what you want to do when you retire: Start by making a list of things you want to do in retirement. Then colour code them to rank from the most important to the least. This gives your financial adviser a huge headstart in getting to understand what makes you tick.

Sort out your savings: Next figure out your savings and if you’ve got a bit of time before you want to retire, get saving. Even a couple of years saving will help you in retirement.

Speak to a financial adviser: The biggest step is to speak to a specialist in pension advice and retirement planning.

At Joslin Rhodes Pension & Retirement Planning, we take clients through the whole process of working out what they want their retirement to look like before considering their assets to work out how to get it for them. Our expert team work very hard to give clients the lifestyle they want.

Don’t take our word for it…

Meet some of our clients and see what they think of us,
the PlanHappy process and how it’s helped them do what they wanted…

Talk To The Experts

Ready to talk? Our friendly team are here to help. Simply pop a few details into the form and we'll be in touch.

Real Advice, For Real People

We'll show you:

  • Retirement Planning Advice - PPC PageWhen you can afford to retire
  • Retirement Planning Advice - PPC PageHow much money you'll need in retirement
  • Retirement Planning Advice - PPC PageHow to make the most of your pensions and other assets to fund your lifestyle

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