Financial planning in your 50s

We know daily life can be hectic, so we take the hassle and time out of financial planning by assessing key areas for you. We can help you secure your future, leaving you free to enjoy the present.

Our friendly experts will guide you through a full financial review, helping you prioritise areas needing attention, suggest smarter ways to spend and build a plan for the future. All free of charge.

In 2017, over 10,876 Public Sector employees benefited from our Financial Planning Service and 95% of them said the excellent or very good*.

The service plans for your future, based around your needs and situation. And identifies savings you can make right now!

Financial planning in your 50s is vital for:

  • Retirement planning and goals
  • Investments
  • Inheritance planning and receiving
  • Changing cover needs, with grown-up children and mortgage nearly cleared
  • Tax changes as you retire
  • Retirement options – including ARF

*Source: Cornmarket, March 2018 (2,343 out of 2,476 questionnaires completed).