Enjoy retirement
Look ahead now and look forward to your kind of retirement.
Making it personal
Retirement ambitions vary widely, from when you want to retire to where you want to spend your time, and these decisions determine how much income you’ll need.
- Want to travel extensively overseas?
- Hoping to move closer to the grandchildren?
- Want to start a new hobby?
A Titan Wealth Planner starts by understanding what a great retirement looks like to you. Then we review any existing pensions, savings and investments you have and work with you to create a tailor-made, tax-efficient plan to make the most of your accumulated wealth.
Hear from our Planners
Laura, one of our Planners, shares some of the areas she likes to talk through with clients when thinking about planning an enjoyable retirement.
Bringing it all together
While the bulk of your retirement income is likely to come from your accrued pension fund, it’s important to factor in other potential sources of income – yours and any partner’s. These income sources could include:
- Your State Pension
- Other savings and investments you may have
- The money you could make from downsizing your property
- Any inheritance you may be anticipating
- The sale of a business or a buy-to-let property portfolio
We can help you to identify all sources of income and create a single plan to provide a tax-efficient income when you retire.
Estate planning
It’s sad, but accidents happen and serious illness can strike even the healthiest people at any time. That’s why it’s important to ensure you have plans in place to protect your loved ones should the worst happen.
Your Titan Wealth Planner can help you source a simple life insurance arrangement, for example, to pay out a lump sum of money when you die, helping protect your family and give you peace of mind that they’ll be able to manage financially. As well as work with you to plan your legacy including writing your will, so your wishes are clearly set out.
Long-term care planning
You’ll also have help with your plan for the possibility of long-term care in retirement. For example, your financial planner may review various insurance options and develop a plan to pay for long-term care expenses.
Whatever your stage, whether you're approaching or in retirement, having a sound financial plan in place helps ensure you can enjoy your time now and in the future.
Buy an annuity plan
Review legacy and IHT planning
Set up Power of Attorney
Take a cash lump sum from your pension
How much income will you need in retirement
Release value from your home
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