Managing your project

  • Do it yourself

    So you have decided what it is you should be doing at this moment in time. We say ‘at this moment in time’ because you need to be able to react to all the changes that will affect today’s plans as your retirement progresses. This is the first rule for doing your retirement financial planning yourself: your plans need to be flexible.

    Whilst it is possible to organise your finances yourself, you may find there are many hurdles to cross.

    In this section we forewarn you of some of the hurdles you may face and how to overcome them.

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  • Finding the best advisor for you

    If you were building a house you may engage an architect, a construction engineer, a drainage specialist, an environmentalist and many other specialists to help you overcome problems you foresee or unexpected problems that arise.

    Retirement income planning is no different. You need to seek the advice of people who are qualified to help you. In this section we help you find the best advisor to help you with your issues.

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  • Guidance and help

    We cannot cover everything on this website. In some areas, we may not have gone into as much detail as you may have liked us to. There may be areas where you want to know a lot more.

    In this section we set out a number of free information services that may help you with your understanding.

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