Pension planning

The first step to a happy retirement, is to know whether you will ever be able to retire!

The media is full of doom and gloom stories over the pension crises. In a report published by the Scottish Widow in July 2005, they stated that “55% of the population is currently on course for an acceptable level of retirement income (falling to 30% when those with defined-benefit provision are excluded).” 

If you would like to know how much money you need to save now to be able to achieve your retirement plans, please complete the 3 questions below and hit submit. From the information you supply us we can tell you what you need to know.


1. How many years would you like to work before retiring?
2. How much spending money will you need when you retire? per month
3. What is the total value of your "savings" now (see below)?
     
Name: *
Email: *
Telephone:
 
 

* Required Field

“Savings” include:

  • cash savings towards your retirement
  • current value of pension funds, endowments, share portfolio etc
  • any other investments, eg rental property (but don’t include your house or other assets that will not generate any income for you when you retire)
  • the value of your business

If you prefer not to submit any of the financial information via the web site, please just fill in your personal contact details and we will contact you directly to discuss your needs.

The information in this site is of a general nature and is not a substitute for professional advice. You are recommended to obtain specific professional advice before you take any action. Authorised by the Institute of Chartered Accountants in England & Wales to carry out Investment Business and to practise as Registered Auditors.
A registered Training Practice of the Association of Chartered Certified Accountants.
© Copyright Kirkpatrick & Hopes. All Rights Reserved. Registered in England. Company Number 4182948.

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