I’m in my… 40s
And I want to make sure my future is on track.
Looking at the fuller picture
There is a lot to consider when you’re in your 40s. A mortgage, children, and increasing financial commitments often sit alongside longer-term plans that are starting to feel more important.
Things may feel under control day to day, but there is often a growing need to check everything is still working as it should for the future.
You may be wondering…
Can I afford to retire when I want to?
Is what I’ve built so far “enough”?
Could I be more efficient with tax and investments?
If this is where you are, these are the areas worth thinking about.
The value of units can fall as well as rise, and you may not get back all of your original investment.
A pension is a long-term investment not normally accessible until 55 (57 from April 2028). The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. Past performance is not a reliable indicator of future performance.
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