Retirement Planning

Retirement Planning is a fundamental part of most people’s financial plans, which shouldn’t be a surprise given that many people dream of the day they can put their feet up and enjoy the extra time they have to themselves.

Ultimately, it’s about having enough capital and income to be able to live the lifestyle you want, which means you need to accumulate sufficient assets to do so. These assets could comprise a business, investments or properties (or a combination of assets), but for many people it will mean having a big enough pension fund.

There are two stages to Pension Planning - the ‘Pension Accumulation Phase’, which is the period of time you spend building your pension fund and the ‘Pension Vesting Phase’, which is when you actually start to take your pension benefits.













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