Near Retirement Option

By: Carematters Financial Planning  17/04/2014
Keywords: Equity Release, retirement financial services, Annuity

Following the pension reforms announced in the 2014 budget, now, more than ever those nearing retirement need advice. From next year a person who is retiring will have the option to take all of their pension pot (subject to tax) and use it for any purpose they want. For some, it may mean repaying their mortgage or an outstanding debt. Some may even want to buy the much touted lanbougini! Whatever you decide to do, the choices you make could have implications for many years. You may want to understand your options, you may want to understand if you can afford to retire at a specific point in time. Either way, call Carematters on 0800 822 3385 if you are within 5 years of when you plan to stop work

Keywords: Annuity, Equity Release, income drawdown, Pension Reforms, Phased Retirement, retirement financial services

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