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Five years from pension age
- 1. five years from pension age Brief overview of a direct contribution pension • contributions • investment performance • tax relief APN C O N S U L T I N G
- 2. five years from pension age What are the basic asset classes? • cash • fixed interest • UK equities • overseas equities • property • commodities APN C O N S U L T I N G
- 3. five years from pension age Review current investment strategy • five year plan for fund • default/lifestyle fund • DIY strategy APN C O N S U L T I N G
- 4. five years from pension age providing a pension - Annuity • what is an annuity? • different types of annuity • open market option • how to purchase an annuity • charges APN C O N S U L T I N G
- 5. five years from pension age providing a pension - Income Drawdown • Self Invested Personal Pension (SIPP) • How does income drawdown work? • who provides income drawdown products • charges APN C O N S U L T I N G
- 6. five years from pension age providing a pension - Capital Withdrawal • small funds • how much can be withdrawn? • tax rules on withdrawal • charges APN C O N S U L T I N G
- 7. five years from pension age considering your options • income & expenditure in retirement • required income • examples APN C O N S U L T I N G