3 Retirement Planning EXAMPLES

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Published 2022-04-25
I spend most of my time helping people to make the transition into retirement and get their pension benefit decisions right, so let’s look at some examples which use all of the three main options.

There are chapter markers in the timeline of the video so you can skip ahead if you like.

LINK: Money Helper Annuity Comparison service: www.moneyhelper.org.uk/en/pensions-and-retirement/…

#retirementplanning #financialplanning #drawdown
🔴    • Retirement - Drawdown vs UFPLS vs Ann...   - Click here to watch part 1: Retirement - Drawdown vs UFPLS vs Annuity
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00:00 Welcome
00:56 Example 1 - Tina
07:09 Example 2 - Tony
13:26 Example 3 - Jane

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All Comments (21)
  • @ianseward9928
    Very informative, could do with dialling down the sums to more humble amounts . And some explanation re the typical funds used in drawdown and how the payments are made eg selling units etc
  • @christines5430
    Thank you for this excellent video! Lots to think about and plan for.
  • @user-xz9yo6ks5y
    Simple explanation, content rich, affable presentation. 10/10
  • @justynevans
    Wow. Thank you! Great video. Love the examples.
  • @garyboag8681
    Great video and great explanation of the different scenarios. I found this really useful as I’m at the stage where I’m trying to understand and plan for my retirement with an RS6😮
  • @nikki_jp4216
    Great video. I hadn't realised it was all so complicated!! Better wrap my head around this...
  • @PeteMulv
    Another great video, just got to try and mold it to my situation, 67 this year, and just wondering when to stop work and this helps, thanks.
  • @NickForest999
    Superb and very clearly communicated as always, thank you
  • @kennztube
    This was very useful and informative, food for thought for myself.
  • Fantastic slides and info really breaking it down as simply as possible very interesting, or am I just a bit sad lol