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.