Know-how: Counting down to retirement
Things to know:
About the session
- A retirement specialist will talk through your retirement pack, your options, things to consider and what you need to do next once to ensure you're ready to retire.
- After the session, we'll send you an email with all the useful links mentioned in the session.
Time for questions
- You'll be able to ask questions but the retirement specialist won't be able to give advice.
Time commitment
- The session runs for about 60 minutes with other interested members.
- You'll be able to ask questions during the session, and there'll be another 30 minutes at the end for more questions and discussion.
- Stay for as long as it suits you.
Get into the details:
Who it might suit
You’ll benefit most if:
- you're about 6 months from retirement and are getting ready to access your savings.
- you've received your retirement pack and want to know what it all means, and/or
- you're close to retirement and want to know the simple steps you can take now to get retirement-ready.
What we'll cover
- Your retirement pack and what it all means.
- What you need to do first.
- The process for accessing your savings and how long it takes.
- Guidance vs advice – and when you might want to take them.
- A bit about how savings are taxed.
How you might benefit
- Understand your retirement pack.
- Get a refresher on the different ways of accessing your savings.
- Know what steps to take if you're ready to access your savings.
- Know how long it takes to retire and what's involved.
- Decide whether you need advice or if guidance is sufficient.
- A bit about how savings are taxed.