Retirement Planning UK: I’m 60 with £250,000 and a Final Salary Pension – Can I Retire?

Описание: Need Financial Advice or Planning? - 👨‍💻🎯📊
I am a FCA-regulated, Independent Financial Adviser & Planner in the UK. I help people reach their financial goals, ensuring they are prepared for retirement. To have an initial no-obligation or cost chat, please book a call with me on the below:
https://calendly.com/matt-mw/30min

In this video, I look at the key factors you need to think about when it comes to Retirement Planning specifically in the UK. I look at a case study of a couple who have £250,000 in pensions and ISAs, one final salary pension and they're both 60. I look at ways the couple can increase the sustainability of their retirement income.

00:00 Intro
00:43 Our Case Study
01:27 Retiring at age 60
01:47 Understanding their retirement lifestyle
02:55 #1 - Tax Efficiency
03:57 #2 - Review the Final Salary Pension
04:43 #3 - Personalise the asset allocation for their DC Pensions
06:29 Flexibility
07:43 How much you might need to retire earlier (video link)

** DISCLAIMER **
The content in this video is provided for information and entertainment purposes and not financial advice. You must thoroughly research any potential financial or investment decision and fully understand the risks before taking it. If in doubt, you should seek individual advice from a professional adviser.