Our next event

HR Masterclass: Redundancy and restructure

July 2017
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Our next event

HR Masterclass: Redundancy and restructure

July 2017
View details

Private client


Your Retirement Experience

Planning for the future is vital to ensure that you get the very best out of your retirement.

Lovewell Blake Financial Planning Limited have put together a guide for those approaching retirement – Your Retirement Experience – with a range of financial areas that you need to think about when planning for the next phase of your life.
The document looks at:
  • The state pension
  • Individual Savings Accounts (ISAs)
  • care home fees
  • taxation
  • personal pension options

Recent changes to the pension rules mean that you are able to be quite flexible with your savings. Options include:
  • Leaving your pension funds untouched
  • Buying an annuity
  • Flexi-access drawdown
  • Take small cash sums from your pension fund
  • Take your whole pension fund as cash
  • Mixing your options

As well as getting your financial plans in order, you need to think about the emotional and practical side of your planning – to give yourself the best chance at a happy and fulfilling retirement.



Let’s start by looking at the questions you should ask yourself to get a sense of your future plans.

  • What useful and interesting activities can I add to my new daily regime?
  • What interests and passions did I never have time for when I was at work?
  • What really interested me when I was younger and have never fully pursued?
  • What am I curious about and interested in?
  • What interests do I share with my partner?
  • What have I always felt I’d like to do if I had the time?
  • What talent do I have that I’ve never explored? Singing? Dancing? Writing?


There is a lot to think about when it comes to getting the most out of your retirement, and you may not yet have all of the answers, Lovewell Blake Financial Planning Limited can help with all many of the financial aspects of your planning.

Further reading:
We asked an Age UK Norwich volunteer to write about their own experience of retirement.
Preparing for a good retirement

Lovewell Blake Financial Planning Limited is a firm of independent financial advisers authorised and regulated by the Financial Conduct Authority.
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Call us on 01603 619620       

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Helpful documents

Your Retirement Experience
Your Retirement Experience - A guide
Download
 
Retire from work, but not from life
Planning for retirement.
Download
 
Retirement Planning
Retirement Planning
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"Lovewell Blake help us with much more than just the year end accounts and tax. They facilitated a valuable strategic planning exercise for us and also provide independent input at board meetings, ensuring these remain business focussed."
 
 

News

Quiz raises over £1000 for Halesworth Festive Lights
Marketing Team

26 April 2017
On Friday 21 April, staff from Lovewell Blake's Halesworth office hosted a charity quiz evening to raise much needed funds for the Halesworth festive lights.
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LB150 three peaks challenge
Marketing Team

25 April 2017
Whilst many of us look forward to the last bank holiday of the summer to enjoy a BBQ, or finish some DIY, this year a team of 13 from Lovewell Blake's Great Yarmouth office will be donning their walking boots and taking on the three peaks challenge. They will have...
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Events

HR Masterclass: Redundancy and restructure (Lowestoft)
6 July 2017
Are you concerned about the impact the current political climate will have on your business in terms of staffing and structure?
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HR Masterclass: Redundancy and restructure
4 July 2017
Are you concerned about the impact the current political climate will have on your business in terms of staffing and structure?
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LB150 Ball
29 April 2017
You are invited to join us at the 2017 LB150 Ball in Lowestoft.
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