Retirement Benefits
There is often confusion surrounding retirement, not just from employees, but from employers, and financial services professionals.
Retirement is one event whereby advice and recommendations can change from year to year, due to changes in tax law. Finding a financial adviser who is well versed in the tax consequences of retirement is vital.
Case Study:
Ronnie and Fiona
Recipients of Retirement Benefits
Bristol 2008
As individuals within a couple, Ronnie and Fiona were both successful career people. They had their children relatively late in life and by their 50s, were in a position where their savings and investment portfolio meant the prospect of retiring was both realistic and very appealing.
Ronnie and Fiona approached Wealthflow with a view to using our Sudden Wealthflow programme to manage their retirement. Very quickly it became clear to us that what Ronnie and Fiona really wanted was to spend more time with their two young children. They wanted to make their children, rather than their careers, the focus of their lives. In Ronnie's words, "Closing big deals doesn’t interest me nearly as much as watching my children grow and seeing how much better they do with more encouragement and support."
