You have decided to make a career change or take a redundancy offer but can’t help but ask, ‘what happens to my pension benefits?'.
When leaving your job, apart from the small matter of securing your financial future, what to do with your pension benefits is one of the most important things you need to consider. This can be especially so if you and your employer have been diligently contributing to your pension scheme for many years!
One of the biggest questions for people who are transitioning from full-time employment is ‘how does spending change in retirement?’. It is a difficult question to answer, but there is a lot of research out there, which points to some key takeaways.
I hope it helps.
In this week’s episode, I chat with Dan Cooper, CEO of ROC Investments, about investing in the character of CEOs of large cap companies.
I hope you find the conversation interesting and helpful.