Prepare for a comfortable retirement that you control

• Do you have the right mix of assets? Spreading your money across several investments is always sensible. Exposure to equities, even in retirement, can help protect against the impact of inflation and allow your money to continue to grow.
• Property – you could set up an equity release scheme or downsize your property; you may even have a buy-to-let property that can help boost your income.
• Streamline your investments – if you have built up several different savings ‘pots’, such as ISAs, now could be a good time to put them all in one place. It’s easier than you think.
• Inheritance – what will happen when one member of the household passes on? Will it be easy for you or your partner to manage your investments? Our experience is that some people sell investments simply because they don’t understand how to deal with them.

Designed to pay an income of 4% per annum which grows over time. It’s a simple and effective way to reorganise your non-pensions savings. Our online fund supermarket, FundsNetwork^TM offers you a choice of hundreds of funds from over 55 leading fund companies.
The value of investments and the income from them can go down as well as up so you may get back less than you invested. The value of tax savings and the eligibility to invest in an ISA or pension plan will depend on individual circumstances. All tax rules may change in the future.