A plan for retirement planning is about more than simply saving as much as possible for the future via a pension scheme. It needs to be viewed in a structured way, with individuals considering the following:
CPAS advises employers to hold regular pension updates for their staff. This can be facilitated via toolbox talks or staff addresses. If this does not work for your business, CPAS can provide access to company specific videos. There are member portals for members of both CWPS and CERS. By logging into these portals, members have access to their fund values and retirement calculators. This allows members to stay informed on their retirement journey and take control of their financial future.
Milestone Advisory will help you to:
Milestone Advisory can build up a full picture of an individuals desired outcomes and help set retirement income goals.
Once a plan is in place, we then set you on a path with annual reviews that include revisions – because no future is set in stone. As your goals change, so will your plan. Milestone Advisory will work with you to ensure that you achieve the best financial outcomes for your future.
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