Know-how: Counting down to retirement

Know How Countdown

Things to know:

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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. 

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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:

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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.

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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.

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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.