We have a plan and we want to share it with you all.
"Retirement is perhaps the greatest and most deeply personal career transition you'll ever make. Will you switch gears, slow down, or stop work entirely? Will you have the money, good health, and the companionship you need to enjoy it?"
Harvard Business Review, 2024
We believe that focusing on the following three areas will have the greatest positive impact on your transition into retirement:
1. Understand what you have saved today
The first step can often feel the hardest.
We are here to help. Holding your hand to guide you through the information you already have, until it makes sense to you.
2. Understand the impact of tomorrow
Life isn't a straight line, it takes various twists and turns. It's important to understand the impact of these on your retirement savings.
We can help you build a picture of where you are headed in the years ahead.
3. Make a plan to stay in control, whatever happens
Making a plan doesn't have to be painful. And once you have one it must be able to adapt as you go. Understanding the options we all have, and what we need to do to stay on track is key. These are your stepping stones to success.
We want to work with you all to find out what works and what doesn't work. We'll only know if we learn together. It could be a modeller, a visualisation tool or an AI coach. We've got a few ideas up our sleeves. Join us to find out more and be part of the journey.
Making Pensions Make Sense
Impartial and inclusive support for all