Retirement Health Check

Retirement looks different to everyone, while some relish the thought of slowing down and spending more time relaxing, others see retirement as an opportunity to travel and try new things. How ever you envision spending your retirement, when and how you retire and more importantly, whether you can afford it is a whole other question!

This is where our Retirement Health Check comes in.

Who is a Retirement Health Check For?

  • Are you aged between 40-60?

  • Are you starting to think about how and when you might retirement?

  • Are you unsure if your current Pension provision will provide for your retirement?

If you answered yes to any of the above questions, then our Retirement Health Check might be for you!

We understand that not everyone requires a comprehensive financial review or ongoing financial planning service, that's why we are offering our tailored one-time Retirement Health Check, designed to help you consider your pension provision and how it might work for you in your retirement.

How does our Retirement Health Check work?

Retirement planning is one of our primary focuses, whatever your retirement goals may be, our efficient and streamlined process ensures we can effectively analyse your unique situation.

  • Dedicating a little of your time to complete a few simple questionnaires, upload some identification documents, and copies of your pension statements will allow our adviser to review your current situation. Any additional information may be requested via email to allow our adviser to understand your current situation.

  • Once your current provision is reviewed, a personalised report is prepared by our dedicated adviser.

    You will be sent a link to book a one-to-one Teams meeting with our adviser. They will present your report to you and allow time for any questions.

  • After your meeting you will receive a link to access your full Retirement Health Check Report.

  • Finally, you will receive a link to pay our invoice and complete a short survey.

    The cost for the Retirement Health Check is £1,000.

What will your Retirement Health Check do for you?

Our Retirement Health Check is designed to highlight your current provision and provide easy-to-understand tips on how you can adjust things, potentially improving your overall outcome. Your Personalised report will include the following:

  • Identification of opportunities to enhance your financial position now and into retirement.

  • A presentation of your personal Retirement Health Check with one of our advisers, via Teams.

  • A detailed digital Report summarising our findings, including a handy checklist with options to consider

  • A review of your current finances, including your existing pension provision.

  • A preliminary assessment of your risk profile and its implications.

  • A forecast of your potential retirement income and how this aligns with your retirement objectives.

Book Your Retirement Health Check Now!

If you believe you would benefit from our Retirement Health Check please fill out our contact form and we will be in touch shortly.