Your retirement action plan

check list activity

It is important to be clear about your choices, identify the risks involved and also understand the tax you may have to pay.

Everyone will have a different retirement plan and make different choices about the way they use their pensions, savings and investments to generate an income in retirement.

You should also be aware of pension scams and check whether the company is registered with the Financial Conduct Authority before going ahead with any decisions.

If you would like to save the data inputted, please login/register before completing the activity and select the ‘save’ button.

Everyone will have a different retirement plan and make different choices about the way they use their pensions, savings and investments to generate an income in retirement.

It is important to be clear about your choices, identify the risks involved and also understand the tax you may have to pay.

You should also be aware of pension scammers by checking whether they are registered with the Financial Conduct Authority. If they aren’t listed then there will be no place to go if the investment turns out to be a scam.

If you would like to discuss this, require further information and to book an appointment with an Adviser, please contact my wealth on 0800 028 3200.

*This is not an exhaustive list but should be used for guidance purposes only.

The results of this tool should not be relied upon.

Once saved, we will endeavour to store your data for 12 months after the last date you logged in. However, this storage facility should not be relied upon solely. We recommend that this is not the only place you store important information.

By completing each of the 5 tools fully, you will be able to view a summary of all your figures. You will need to log in to do this.