+41 22 508 30 25
+44 20 4577 1828Between your mid-50s and mid-60s, you may face significant changes in your home, family, and career. This is an ideal time to reflect on your current situation and evaluate what your financial plan should achieve for the years ahead.
Your 40s and early 50s can bring plenty of opportunities to enjoy what you’ve earned as your career continues to develop. If you have children, you may be juggling their financial needs alongside your own, while also exploring investment options to help grow and protect your wealth.
With your children having flown the nest, a four or five bedroom property can suddenly seem overwhelming. As many people hit their 50s or 60s downsizing to a smaller property can mean less maintenance and help boost finances.
After you’ve paid off the mortgage and your children have left home, you might be wondering what to do with the extra cash. Investing the money could help make your retirement that little bit easier.
Even as you near retirement, learning new skills can keep your career thriving. You may even be considering changing careers for a more relaxing change of pace. Non-exec roles, consulting and training may offer opportunities.
Consolidating your wealth can help ensure your financial stability for the future. If you have several pensions now can be a good time combine them all into one as this can help you keep track of and manage your savings more easily.
Explore our latest commentary, detailed guides, and articles to help you stay informed on important financial topics. Sign up to receive regular email updates with our newest insights.
Our experts have put together a range of free resources to help you learn to manage money effectively in your 50s and 60s.
When it comes to planning your retirement, you can’t afford to leave anything to chance. Use our pension contribution calculator to understand how much money you’re likely to have for your retirement. You’ll learn:
In times of economic instability, your personal wealth can provide as many challenges as it does rewards. Explore our range of free guides revealing common UK attitudes, worries and aspirations around growing and preserving wealth for the future.
Are you saving enough for the retirement you want? Get informed on the latest pension information and read our helpful guides to learn how to generate a retirement income.
Sometimes all you need to get your financial goals on track is a step in a right direction. Explore our range of services and accounts to help you towards a more secure financial position in your 50s, 60s and beyond.
Often the most tax-efficient way to save for your retirement is with a pension
A carefully designed and personalised financial plan can give you the freedom to do even more of the things you want to do and maybe even things you never thought possible.
We provide a wide range of investment services suited to your different needs, offering flexibility and choice so you can be involved as much or as little as you like with your investments.
Contact us today to discuss how Dalton Steiner can help you.
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