Pre-retirement checklist launched

New pension rules offer fresh opportunities

17 Apr 2014

New pension rules offer greater opportunities

New research from and Prudential reveals that 20 per cent* of the nation is now more confused by their retirement options following the Budget announcement.  In response to this we've joined forces with Prudential to bring consumers a pre-retirement checklist, which clearly explains what consumers should be thinking about depending on where they are in the retirement process: 10 years, 3-5 year or 6 months.  Feel free to download this checklist and pass along to your clients.
Read more about the checklist.

Win £100 in Amazon vouchers

Improving the service we give you is important to us.  We're looking for your feedback to help improve, so it would be great to hear about your experience in a quick survey.  To say thank you, we'll be picking two lucky winners to win £100 each in Amazon vouchers.  Complete the survey.

What's your opinion?

In our latest LinkedIn discussion we're asking you to let us know what you think about the Budget confusion.  Do you think the government's changes have made choosing a retirement income more complicated for consumers?  If so, what are your top tips for approaching retirement planning?
Get involved with the discussion.

The team

*Research carried out by Opinium Research on behalf of and Prudential 1-4 April 2014 among 2,003 nationally representative UK adults aged 18+

Two winners will receive 1 x £100 Amazon voucher each and will be chosen at random from all entries. You must provide a valid email address to be entered into the draw. Entries must be completed before midnight 25/04/2014. All information that is sensitive to your business will be kept private and confidential. We will announce the winners' names in a newsletter in May.

Category: Pensions Tagged: pensions

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