As a fifty-someting, what are the main issues I need to think about regarding my pension?
If you have a pension already, do you know what type of funds it’s invested in?
Have you considered moving to lower risk funds? Your Adviser can help you with this.
Have you considered and made plans for your options in retirement? For example, whether you’re going to take your pension as an income or mix of lump sum and income.
You should take time to read your Pension Benefit Statements and keep track online.
Are you reviewing your pension with your Pension Adviser at least every year?
Are you claiming the full income tax relief you’re entitled to?
f you have a company pension, are you keeping track of your employment details?
If you haven’t started a pension, then contact your local Pension Adviser.