Let Mushroom take care of your future, offering specilaist equity release and lifetime mortgage advice in Surrey

Planning for your Retirement

Review your finances

It's a good move to start by reviewing your finances to ensure your future income will allow you to enjoy the lifestyle you want as there are many options to consider as you approach retirement.

Plan your retirement

Over the years the concept of retirement has changed with people working later and more flexibility on how we access our pension. With 'Phased retirement' becoming much more common. Planning ahead will help to keep you on track to a secure financial future.

Preparation and planning of your spending and income are key to meeting retirement goals. You may need help finding out how much you have saved in private and workplace pension schemes (as well as any investments) and the income they are likely to provide.

Ask for help

Pensions advice can cover passing on your pension or investing it, as well as assessing your income and planning for the future.

Let us support you through the retirement process, please note our associate deals with any pensions advice.