I’m in my… 80s
And want reassurance that everything is in hand.
Your life and legacy,
in
safe hands
In your 80s, the focus is often on making sure your finances continue to support your day-to-day life. You may want reassurance that your income is steady and all aspects of your financial life are being looked after properly.
Alongside this, there is often a need to check that your plans for loved ones are still in place and reflect what you want.
You may be wondering…
Will my income continue as I need it to?
What happens if my health or circumstances change?
Are my legacy plans still in place and up to date?
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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