The Retirement Checklist

The Retirement Checklist

Planning your Retirement may not be something you’ve thought about, perhaps, it is something you’ve thought about it but don’t know where to start. Downloading The Retirement Planning Checklist helps you understand the main things you need to do as you plan your Financial Freedom date. Retirement isn’t just about how much money you have, it’s about doing all of the things you’ve ever wanted to do and living a life you’re proud of.

Retirement Planning is about making sure that your money outlives you and not the other way around.

  • Have you let HMRC know about your Retirement date?
  • Have you put the right Insurances in place?
  • Do you know exactly how much money you’ll need to live the life you want?

Use this checklist as a starting point, a document that you can continually refer back to, update, and tick off as you go.

You don’t need to print this checklist, simply download it and begin filling it in straight away.

Download your free guide now!

Download your Retirement Checklist and start planning your Financial Freedom

More guides you may be interested in


Signup to our mailing list

Receive the latest monthly news, tips, events and financial commentary from the Penguin Team, straight to your inbox.

Book your
Discovery Meeting

Contact Us

T: 02920 450143

A:

Penguin House, Raleigh Walk, Brigantine Place,
Cardiff, CF10 4LN
________________

Cowbridge Office
5 Willow Walk , Cowbridge
Vale of Glamorgan, CF71 7EE


Penguin © 2024. Penguin is a trading name of Penguin Wealth Planners Ltd. who are authorised and regulated by the Financial Conduct Authority (FCA no. 830057). For further information please View More


Privacy Policy