Selecting the right retirement planning adviser requires careful evaluation of their qualifications, expertise, and approach to help you navigate the complex world of pensions, tax-efficient savings, and investment strategies for your financial future.
Planning to retire early? Our new ISA Bridging Calculator helps you determine if your Stocks & Shares ISA can provide tax-free income during the gap between early retirement and pension access age, with two flexible calculation modes and detailed year-by-year projections.
An ISA bridge is a financial strategy where UK savers use tax-free ISA funds to support early retirement before accessing their pension at age 55 or 57.
As you approach retirement in your 40s and 50s, it's essential to assess your financial situation, optimize pension contributions, and create a comprehensive strategy for a secure future.
UK millennials face a pension crisis, with 59% struggling to save for retirement amidst high living costs and changing employment patterns, raising urgent concerns for their financial future.