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How often should you review your retirement plans?
You should review your retirement plans at regular intervals to make sure you are on track to meet your retirement objectives.
If you have a financial adviser, they will probably review your retirement plans at least once a year. Your adviser will make sure you are taking the right level of income and the investment strategy is on track to achieve the required returns in line with your attitude to risk.
If you don’t have a financial adviser you should review your own plans at least once a year.
Sometimes this annual MOT for your personal finances may not be enough, especially if your personal circumstances change or something important happens in the financial markets. This means you or your adviser should keep a watching brief to make sure your retirement plans are flexible enough to change course if anything changes in the future.
Review your financial plans
Please call or email if you would like me to explain how I can help you by reviewing your current retirement plans
If you want to make the most of pension freedoms you should start planning ahead and make sure your financial affairs are in good shape in the years running up to retirement.William Burrows
Call: 07730 435 657
Leeds Innovation Centre
103 Clarendon Road
LEEDS, LS2 9DF