Are you approaching retirement and want to get your finances in order? Here is the Financial Fortress guide to getting ready!
- Get an understanding of your current pensions. Do you know what they are worth? Whether you can draw lump sums or income? Do you even know where they are? Use our guide to tracing lost pensions here:
- Do you know what state pension you are entitled to and when? Do you have national insurance gaps and understand if you can top it up? Use our guide to obtaining your state pension forecast here:
- Were you ever “opted out” of Serps, graduated pension or S2P? Not even sure what this means but it rings a bell? Use our guide to tracing a SERPS pension here:
- Ever heard of Pension wise? PensionWise is a FREE government backed service allowing you to have specialist pensions guidance with a local expert, over the phone or face to face (usually lasting 40 minutes to 1 hour). Book your appointment here:
https://www.pensionwise.gov.uk/en
- When your ready – get in touch with your local experts to ensure the best retirement possible! www.financialfortress.co.uk