The four pots of retirement (end-client ready)
Facing retirement can be overwhelming for many clients. Despite the excitement of slowing down to enjoy a life free of work-related responsibilities – it also creates a lot of upheaval in a person’s life and routine. Amongst the many questions that arise – how can I begin to plan my finances in retirement? – is a common query. To help answer this, we have created an infographic, designed to be used with your clients, where we have suggested how a client could divide their retirement finances into four separate pots.
7 mins Reading time
Published on 08 April 2025
2399351 Exp : 28 February 2026
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