Accumulate Wealth

Retirement Planning

In the main pensions (both privately funded and company sponsored) are accepted as the tried and trusted way of funding for retired life.  However, we believe that such products should not be exclusively used to achieve one’s retirement goals.

Legislative change has resulted in more transparent products which really do allow the client to feel involved in what they are contributing and the use of technology enables the client to track the value every day if they wish.

In general terms retirement planning can be broken down into pre and post retirement

Pre retirement 

Post retirement

EDP article 29.01.13