The summer edition brings
you an array of insightful articles
covering everything you need
to help plan your finances, both
before, during and after retirement.
Have you ever thought about writing a
letter to yourself to describe your ideal
future life, long-term life goals and the
process of how to plan for them? On page
04, we look at how imagining what you
want your life to be like in the long term
when you retire can help you think much
further ahead than you might ever have
done before.
If you have accumulated a number
of Individual Savings Accounts (ISAs)
over the years, keeping them all in one
place could give you better control
and help you save money. There’s a
common misconception that you can’t
move existing ISAs from one provider to
another. Turn to page 03 to find out more.
At some point, you’ll say ‘goodbye’ to
your co-workers, get into your car and
drive towards the next phase of your
life – retirement. But when will that be?
On page 06, we consider your move
to retirement – it’s one of the most
important decisions you’ll ever make, so
it’s not surprising that determining the
date is harder than you may expect.
A full list of the articles featured in this
issue appears opposite.
We hope you enjoy reading this edition,
and if you would like to discuss or review
any areas of your financial plans, please
contact us. We very much look forward to
hearing from you.