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Retirement Planning

PSC - Financial PlanningRetirement Planning

Retirement Planning

Retirement Options can be confusing and complicated. At PSC Financial Planning we give you a complete picture of your retirement options, we will clarify and explain the process for you and make recommendations based on your requirements.

 

We will look at your current income and expenditure to devise a workable plan to manage your future commitments and help you achieve the retirement lifestyle you want.

 

We also offer a second opinion service to review your existing arrangements and answer any questions you might have.

 

Considerations as you near Retirement

  • How do you see yourself spending most of your time once you have retired?
  • Where do you see yourself spending that time in retirement?
  • Do you have a plan for your retirement?
  • Will your income at retirement be enough to maintain your lifestyle?

 

If you’re near retirement you should start thinking about the life you would like and how you plan to fund that life.  You need your investments, assets and any alternative income to last through out your retirement so you must weigh up the lifestyle you want against the assets you have and decide if this is sufficient for what you need.

 

At Retirement

Coping financially is usually the biggest worry when people retire, so it’s important to speak to a financial adviser about your retirement benefits and options.

 

Retirement planning can be daunting and confusing at the best of times, so let us help make sense of your options and talk you through your entitlements and benefits.

We go through all the options with you and explain each one to you to ensure it makes sense to you. If you already have arrangements in place but are not sure of what your entitlements are we offer a second opinion service to answer any questions you might have. You are entitled to a number of financial allowances and benefits when you retire.

Downloads Retirement, ARF’s and Annuities

Studio shot of happy senior bearded man smiling while looking and putting coin in piggy bank with eyeglasses against white background horizontal shot
Senior runner in nature. Woman sitting on wooden logs, resting, holding water bottle.
Senior couple shaking hands with real estate agent, light effect

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