Skip to main content

Step 3: Getting there

The future you’ve working towards is on the horizon. Make sure your plans are on track here.

You’re 10 years or less from retiring or taking your money. You are starting to think about what your life will look like in the future. There are a few key things you should think about now to make sure your plans are on track.

  • When you intend to take your money and how long your savings need to last
  • How much you have in your pension savings, and whether you need to make additional contributions to ensure you’ll have enough
  • How you want to receive your pension income or lump sums
  • Whether your investment choices are right for how you want to take 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.

 How long your savings will need to last >
 How much you've saved >
 Your options from age 55 >
 Investing as you approach retirement >