Plan for a Stress-free Retirement - Latest Retirement and Pension News
20 Oct 03

"…the main rule with retirement planning is the sooner you start to plan and save, the better off you will be in retirement…"

All too often, planning for our retirement is not a top priority. When you’re relatively young, retirement planning is often seen as something that will "take care of itself". And, as you get older, other demands can make it difficult to find enough money to save.

It is now generally accepted that the State can no longer provide for us in our retirement. And today, we’re living longer, healthier lives so it’s more important that ever to make the right decisions so that we can ensure a secure and enjoyable retirement without financial worries.

But, planning for your retirement and choosing pension and investment options to safeguard your financial security can be a minefield. In the last few years, there have been many changes: the ups and downs of the economic situation, early retirement, reduced pension and endowment returns, pension mis-selling and changes in taxation. These changes and their impact underline the importance of setting a retirement plan in place and of keeping it up-to-date.

This new edition of the Zurich Retirement Planning Handbook provides sound and practical advice for the layman and the professional. It focuses on the financial mechanics of planning a stress-free retirement and discusses the different strategies that will help you to implement a successful retirement plan. The book also reviews the impact and probable effect of the new changes that are currently underway and of those proposed for the future.

NEW TO THIS EDITION:

• in-depth discussion of how to maximise benefits from pensions
• impact and effect of the proposed changes to retirement and pension schemes
• "what now" with investments?
• changes to the State pension and what they mean for retirement planning
• changes to equity release and home income plans
• "should I carry on working?" - the impact of the retirement age

Formerly the Allied Dunbar Retirement Planning Handbook, the Zurich Retirement Planning Handbook (9th edition), published October 2003, provides a comprehensive and practical guide to all aspects of retirement planning. The handbook is edited by David Bertram, who is Managing Director of Clayfied Professional Guidance and author of many tax books. He is also a regular contributor to specialist tax journals.

For more information about the full range of Zurich Handbooks or to purchase click here.

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