Balamory Investments financial planning

MAKE THE MOST OF WHAT YOU HAVE

A 10 part series on saving for retirement

While retirement may seem like a goal too far in the future to affect you if you are under 30, or you may feel like you have missed the boat if you are over 40, this series will answer the question of why you should save for retirement and aims to help you to get started – regardless of your age and life stage.

PART 1: Why save for retirement?

Step into the shoes of the future you to find out why you should save for retirement.

PART 2: Why saving for retirement makes sense

Starting your retirement savings is as much a mental battle as it is a financial one. Read up on how your excuses may be holding you back.

PART 3: When to start saving for retirement

The accepted wisdom is that you need to start saving for retirement as soon as you are employed, but if you are late it is worthwhile to start as soon as...

PART 4: How to save for retirement: Tips to get you started

Some simple steps to follow to get your retirement savings started.

DON'T BE A STATISTIC

Don't contribute to these distressing retirement facts.

Use our retirement salary calculator to check if you are on your way to reaching a comfortable retirement.

PART 5: What's the difference between retirement products?

Official retirement products have great tax benefits but come with some restrictions. Understand your options before you commit.

PART 6: How do retirement products work?

It is important to understand how your retirement product works and for retirement annuities this means understanding what the underlying unit trusts invest...

PART 7: How much is enough when saving for retirement?

You should aim for a retirement income of 75% of your final salary. Here’s why…

PART 8: What can I do if I don't have enough money to retire?

Nine tips to help you increase your retirement savings pot.

SECURE A BETTER RETIREMENT TODAY!

APPLY ONLINE

PART 9: When can I retire? Some questions to ask before you hang up your boots

Important questions to ask before you decide to retire.

PART 10: Retiring? The five most important decisions to ensure your income lasts

Planning is essential to ensure your retirement money lasts as long as...

MAKE THE MOST OF WHAT YOU HAVE ​