Plan your Retirement with
confidence and peace of mind
Retirement is one of the most significant Financial goals you will ever plan for.
Understanding how much you need to Retire comfortably can seem daunting, but with the right guidance and planning, it’s entirely achievable.
At Penguin, we are committed to helping you create a roadmap to a secure and fulfilling Retirement.
Get your personal Retirement Readiness Report
Easy Questions
Answer simple yes/no & multiple choice questions
Recieve Your Report
Get your personalised private and confidential report
Take Action
Consider your next steps and plan for the future
Pension Shortfall Calculator
Explore your Financial future with our Pension Shortfall Calculator.
Input key details, and instantly gauge if your current Savings align with your Retirement goals.
Plan wisely for a secure future with our user-friendly Tool.
Tax Webinar 2024
Ask yourself…
– Do I pay into a Pension?
– Do I take income from a flexible Pension?
– Do I want to claim more advanced Tax Allowances?
– Do I have an ISA?
– Do I Pay Tax?
– Have I got children over the age of 18?
– Do I have grandchildren under the age of 18?
If you answered ‘Yes’ to any of the above, our Tax Webinar is for you. Not only does Craig walk you through these key points, but also tackles the changes announced in March 2024 and how they can impact you.
What is a Pension Trust?
Whether you’re looking to the future of your family or the future of your Business, Pension Planning can seem daunting.
If you’re worried about how your family or Business will be affected by your Pension, there is one piece of planning that you can put in place to ensure they’re always protected.
There’s no longer a need to worry about what happens to your Pension when you die. Putting the right plans and the right roadmap in place means that the ones you love are always protected.
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.
