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Getting there

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You’re ten years or less from retirement and starting to think about what your life will look like in the future. It’s time to start preparing for some of the important decisions you will need to make. Giving early consideration to the following questions is a great way to start.

  • When do you intend to retire and how long will your savings need to last?
  • How much you have in your pot and do you think you’ll have enough?
  • How you want to use the money that you’ve accumulated in your Lifestyle Account?
  • Do your investment choices reflect how you want to use your money? 

You should take the time to carefully review the options available to you so you’ve got time to make adjustments if you need to.

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Your pension savings may need to last longer than you think.

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What level of income will you need when you reach your Target Retirement Age.

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You have the flexibility to decide when and how to use your Lifestyle Account.

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The things to think about when it comes to investing your Lifestyle Account in the years leading up to retirement.