This new edition of the Zurich Retirement Planning Handbook focuses on the financial mechanics of planning a stress-free retirement, discussing the different strategies that will help you plan and implement a successful retirement plan.
Planning for your retirement and choosing pension and investment options to safeguard your financial security can be a minefield. In the last few years, there have been many changes: the "ups and downs" of the economic situation, early retirement, reduced pension and endowment returns, pension mis-selling and changes in taxation. These changes underline the importance of both setting a retirement plan in place and of keeping it up-to-date.
This new 9th edition of the Zurich Retirement Planning Handbook (formerly the Allied Dunbar Retirement Planning Handbook) focuses on the financial mechanics of planning a stress-free retirement. It discusses the different strategies that will help you to implement a successful retirement plan - taking into account the recent substantial changes in legislation - and reviews the impact and effect of the new changes that are currently underway and of those proposed for the future.
New to this edition:
- in-depth discussion of how to maximise benefits from pensions
- impact and effect of the proposed changes to retirement and pension schemes
- "what now" with investments
- changes to the State pension and what they mean for retirement planning
- changes to equity release and home income plans
- "should I carry on working?" - the impact of the retirement age.