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Pre Retirement

At-Retirement

In-Retirement

If you are some way off retirement, you are likely to be over 50 and/ or have between 10 – 15 years still to go until your selected retirement date (SRD) or the age when you can draw your state pension.

 

Or if you are Nearly There, You have around 5 years until your selected retirement date (SRD) and are much more interested in your retirement options.

If you are in Retirement with greater freedom you are probably fully retired now and receiving your state pension
as well as generating income from your pension savings.

 

Slowdown, Now you may be slowing down for a variety of different reasons from health issues to having done all the things you wanted to do. You may be spending more time at home and have less need for income.

 

If you're in Later life, you may have more health issues; are more dependent on others and may have more need for advice if you are feeling less confident about making decisions about your finances.

 

You are now in the process of reitring. You may go part time and take some income from your pension pot, or stop working completely and draw your income from your pension pot and finally you might leave your pension pot intact and continue working longer through choice or need.

Where are you now?

Explore each stage to see where you are in your retirement journey

Click the round button for further information: 

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