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Age 60 years and above

A well-deserved retirement lies ahead. If you are no longer working, than you must rely on existing funds and investments to maintain your lifestyle.

You may be receiving a pension and are keen to enjoy life and maintain your health. You may also want to leave your assets to your dependants or give some away to charity. By now, you should have minimized the effect of taxes on your assets and their transfer to your beneficiaries.

Have you...?
Yes
No
Not sure
1. Looked at the best retirement income from your pension
2. Considered what to do with any tax free lump sum you receive from your company or personal pension plan
3. Planned for maturing insurance policies and savings schemes and how to re-deploy this capital efficiently
4. Considered a reverse mortgage to release capital from your home
5. Consolidated your investments and avoided unnecessary risks
6. Taken steps to reduce your tax liabilities
7. Considered making tax efficient gifts to your grandchildren for their education or wedding
8. Considered safe investments to supplement your pension income
9. Updated your will for additional assets you have as well as for additional beneficiaries and dependants
10. Maintained adequate health insurance and coverage for your old age when most companies will charge you a higher premium because of your age and risk
 
     
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