Call Richard Cook: 07770 575 122

email: richard@theinvestmentandretirementcoach.co.uk

Are you ready to rethink your retirement plans?

The Coronavirus pandemic has forced a widespread rethink of retirement plans according to an Aegon survey, particularly for the over 55 age group, the self- employed, and those already drawing from their pension funds.

The Pension Freedoms introduced in 2015 have really come into their own with 20% of those over 55 dipping into or considering dipping into, their pension funds for a variety of reasons.

Withdrawing money from your pension fund through a financial adviser can involve substantial fees. Some on-line platforms such as Hargreaves Lansdown will not charge you a fee. However, there is a danger is that, without some professional guidance, big and expensive mistakes can be made.

If you are using one of the on-line platforms the guidance service we offer falls short of personal advice but will put you in the position to make good, informed, decisions for yourself. After all, this is your money and you should understand the advantages and disadvantage of whatever course of action you are considering without having to pay expensive fees.

So, is this a good time to reconsider your retirement plans, Coronavirus or no Coronavirus? If so, the best starting point is a short Zoom meeting when we can talk about your aims and objectives and how to put in place a plan which will help you look forward to retirement with confidence. Just click here to book your time slot.




Retirement Risk Zone: If you are in what I call “The Retirement Risk Zone“ – the three years before retirement and the three years after – this is a particularly important time for you, so do please get in touch. Just use this link to book your Zoom chat. Make the wrong decision, or no decision, now and it could have a major impact on your lifestyle for the rest of your life.



This document and our on going services are not personal advice. We'll give you all the help and guidance you need to make your investment and retirement decisions, but we can't advise you. If you're not sure whether you need regulated financial advice we can put you in touch with a suitably qualified and experienced regulated adviser. Because we are not regulated by the Financial Conduct Authority you will not have access to the Financial Ombudsman Service in respect of any complaints. If you use one of the "no advice" on line services to handle investment transactions they will be Regulated and you will have access to the Ombudsman and The Financial Compensation Scheme in respect of their services. The value of investments/pension plans can fall or rise depending on market performance. The Retirement Team and The Investment and Retirement Coach are trading names of Capture Success Ltd Reg No 01825075 Tel 07770575122

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