Rising living costs and increased life expectancy mean that it’s more difficult than ever to save up enough to provide a sufficient income for our retirement years. And yet, 63% of Britons who are of pensionable age have never checked their entitlement to benefits, making them the least likely group to do so5.

Very few pensioners are on a high income, and yet millions of pounds worth of benefit payments, including pension credit, housing benefit, income support and child tax credit (to name but a few) are going unclaimed every year.

A financial health check It’s always good to regularly review your finances to check you’re on track for retirement. For assistance in exploring the various options for funding your later life, please get in touch.

5Turn2us, 2021

It is important to take professional advice before making any decision relating to your personal finances. Information within this page is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment advice and is for guidance only. Some rules may vary in different parts of the UK.

Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Tax, Estate and Inheritance Tax planning are not regulated by the Financial Conduct Authority

The value of pensions and investments can fall as well as rise. You may get back less than you invested.

Will writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.

CA Financial Services Ltd are an Independent Financial Adviser based in Sevenoaks, Kent. From our Sevenoaks offices, we offer IFA services throughout Tonbridge, Tunbridge Wells, Dartford, Orpington and across into Sussex and Surrey. Please call us on 01732 617 950 to book a free initial appointment.

CA Financial Services offer financial advice, pensions, investments, ISAs, Equity Release and Inheritance Tax Planning for the whole family. We have 14 years’ experience as Financial Advisers based from Sevenoaks and are truly independent, allowing us to give our customers the best financial advice possible.

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