Retirement readiness health check

This 1-2-1 clinic helps guide you through some of the important financial planning decisions you will face, and the opportunities ahead.

The biggest concerns for many people considering retirement focuses on timing, pension decisions and their concerns about the financial impact on their way of life. This 1-2-1 advice health check reviews your financial state of readiness for retirement.

These 45 minute clinics can be held at your office, your home or anywhere else suitable to your needs. They will be led by a senior Close Brothers financial adviser who is experienced in working with high earners in organisations from a wide range of industries throughout the UK. This clinic offers an opportunity to review your retirement income needs, modelling the potential timing for retirement and the impact of changes you may consider in the interim, helping to ensure you make the most of the opportunities in ahead.

You should bring up to date pension statements for all active and deferred plans, your state pension forecast, if available, plus details of other capital or investments.

For more information about our Financial Education Services, please get in touch.

Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing.

If you are accessing our services and products or website from outside the UK, please note that these are intended for UK investors. For more information, please refer to the Legal centre.

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