Pension & retirement news, views
and coverage

Back to menu

21 August, 2014   |   By Michelle McGagh   |   Market News


Pensions: find out if you can afford to retire

Michelle interviewed Steve to discuss a case study showing how a couple had used Intelligent pensions services to maximise their retirement objectives.

In light of the new pension rules from April 2015, retirees will have significantly more choice and flexibility when taking their pension benefits - they can even take the entire fund as cash, subject to tax.

Steve shows Michelle that with a simple and affordable online service, it is possible to help clients make better retirement decisions, such as:

  • When can I afford to retire?
  • How much can I afford to spend in retirement?
  • Will my income keep pace with inflation?
  • If I use drawdown, what would happen if the market fell by 30%?

The case study demonstrates the service for a couple looking to retire in 4 years time.

To read the full article, please click here.