Your brand new free retirement guide, to help you on your financial journey

by Handy Mag

By Adam Dent, Chartered Financial Planner at PenLife Associates

With retirement on the horizon, there’s lots to consider before you hang up your boots and enter this new phase in your life. Preparing for one of the most significant transitions in your life can be stressful, and it’s natural to worry about whether or not you’ve thought about all the potential issues and opportunities that can arise. If you are starting to think about retirement, it’s important to understand just how crucial the next decade will be for your finances.

A retirement plan can provide you with answers to your queries, a sense of hope and security. Yet, there’s something more important than that. What we think should be prioritised is you. What you really want. What really matters to you. How you envisage your perfect lifestyle. You’ve got to think about your future because no one else can do it for you. Although we help people get there, we need to know where ‘there’ is!

So, to ease your mind, we’ve recently created this helpful guide for future retirees, covering 10 of the most important questions to ask yourself in the decade before you retire.

Who is the guide for?

We’ve tailor-made this brand-new guide for individuals within the all-important 10-year window before retirement who want to make informed decisions about their financial future. You may be concerned about your savings or focused on achieving your preferred lifestyle. If you are, our guide is for you.

What’s in the guide?

We’ll delve into the common considerations and concerns that can arise in this preparation period leading up to your retirement, answering questions such as:

  • When do I want to retire?
  • What would I like to do when I retire?
  • Am I saving enough?
  • How can I boost my pension savings in the next decade?
  • Should I consolidate my pensions?
  • Where can I invest outside of my pension?
  • How will I take my retirement income when the time comes?
  • Am I financially prepared for the unthinkable?
  • How will my tax situation change in retirement?
  • Who can I turn to for help?

We believe you deserve to feel confident about the future without worrying about money, leaving you to enjoy the freedom your later years can provide. That’s why we’ve created this NEW and FREE retirement guide, to help you on your financial journey.

Request our hot off the press “10 all-important questions to ask yourself in the 10 years before you retire” guide to learn how to be as prepared as possible for your upcoming retirement. To order our guide, please call us on 01904 661140, or alternatively email

If you have questions about your retirement planning, why not give us a call on 01904 661140 and have a chat with one of our Financial Planners. The call, and the first initial meeting, is held entirely at our expense and there’s absolutely no obligation to take things further. There really is nothing to lose. And we’re a very friendly bunch!

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