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BEST TO START EARLY AND REVIEW REGULARLY
It is essential to start planning early into your career to help you maintain the lifestyle you are accustomed to, whilst being able to pay bills as you enjoy your retirement.
In many cases it’s wise to take out additional plans to ensure that your retirement is as stress FREE AND ENJOYABLE as possible.
IT’S CRUCIAL YOU REGULARLY REVIEW YOUR PLANS
These are just some events that should alert you to review your current plan:
- LOST CONTACT WITH YOUR ORIGINAL ADVISOR
- MORE THAN 12 MONTHS SINCE YOUR LAST REVIEW
- CHANGE IN YOUR CIRCUMSTANCES e.g. New Job/Location
- CHANGES TO THE INVESTMENT ENVIRONMENT AND WORLD ECONOMY