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The pandemic has led to changes in future retirees' retirement plans. We can help you take control of yours.

October 2020 


Guide to Post Covid-19 Retirement Plans 

Welcome to our Guide to Post-COVID-19 Retirement Planning. Every day the barrage of COVID-19 news has been unrelenting. The impulse to react, and to protect what we have, is understandably strong. The pandemic outbreak and resulting financial fallout have caused considerable financial stress for many, making it difficult to decide about how and when to retire.

The coronavirus pandemic has changed our concept of retirement and how we make decisions about our retirement plans based on short-term events and circumstances, and for many of us, this will have long-term consequences for our financial wellbeing and retirement.

Planning for a successful retirement should open the door to an interconnected approach rather than product-based solutions. Put simply, in order to get the best retirement planning outcomes, it is now necessary to have a strategy that gives more choices and greater flexibility. Regardless of what retirement looks like to you, the key is to be in a position financially to enjoy this time of your life, while making sure you don’t outlive your retirement savings. If you’re on the path to or currently in retirement, you will want to make sure your money goes the distance.

The Ancient Greek historian Thucydides wrote that ‘the secret to happiness is freedom’ – and now you have more options than ever when it comes to your retirement savings. The pension freedoms give millions of over-55s full control of their retirement savings.

To read (or to download) the full guide please click here


Want to discuss your requirements? Woodward Markwell provide an initial complimentary financial healthcheck meeting to discuss your individual needs. Whether you are an individual or a business,  an initial consultation with one of our experienced advisers is free of charge and without obligation.

Please contact us on 01473 408422 or e-mail ifa@wmibl.co.uk