Future financial health

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Consilium Asset Management Vayre House, Hatters Lane, Chipping Sodbury, Bristol, BS37 6AA Telephone: 01454 321511 Email: info@consilium-ifa.co.uk Web: www.consilium-ifa.co.uk

Taking the time to take back control over retirement savings in control of much. However, some people have been in the fortunate position of being able to take the opportunity to invest in both their physical and emotional health while in lockdown. Worryingly, though, research suggests that some people might have overlooked their future [1] as result of the coronavirus normalise, now is a good time to take back some of that control, starting with retirement savings.

TIME TO REVIEW AND BETTER ORGANISE FINANCES

contributions that may now need reviewing. People entering or approaching retirement in 2020 should carefully plan how and when to access their pension in order to maximise annual

MORE BADLY ORGANISED THAN BEFORE THE PANDEMIC say they have taken the time to review and better

and also more common among the younger compared to 36% among 35-54-year-olds and 28% of over-55s.

10 TIPS TO ENJOY THE RETIREMENT YOU WANT savings may have been neglected by many.

goal, but it doesn’t happen overnight. We need to to reliably grow and maintain our retirement nest

pandemic. The younger generation of 18-34-yearolds (31%) were more likely to have organised 55+ (13%), while men (23%) were more likely to

Of those who spent the months of lockdown working from home, some might have been employees, including furloughed employees, will have been entitled to employer pension

than before the pandemic. This was much more likely among men (42%) than women (32%)

have the scope to save a little more each month. you may have saved with more than one employer’s pension scheme. need to reach in order to increase your pension contributions and review your investment choices.

Consilium Asset Management Ltd is authorised and regulated by the Financial Conduct Authority


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