Discover a fresh, thought-provoking take on retirement in this engaging experience that goes beyond pensions and savings to explore what retirement really means: freedom, purpose, identity and the confidence to enjoy the years ahead.
Blending practical financial insight with the emotional realities of later life, it reveals the risks many people miss and the choices that can make retirement more secure and fulfilling.
With relatable stories, expert perspective and clear takeaways, this experience is designed to inspire better conversations, smarter planning and a more positive vision of the future.
Harry Emerson Fosdick
For many, retirement can feel like a distant dream, but as it approaches and becomes real, moving into the next stage of life can feel daunting. We’ve supported many clients in overcoming these barriers, and the case studies below are designed to bring those experiences to life.
Retirement can feel overwhelming, but we're here to help. Read what Equilibrium Chartered Financial Planner Paul Farrugia believes are the key things to look for when planning for a confident retirement.
Understanding how much is enough for retirement can be challenging. This independent guide outlines different retirement lifestyles and the income needed to support them, helping you benchmark your plans and turn aspirations into reality.
Retirement isn't about reaching a particular age. Discover how your finances, health and personal goals can shape the right retirement date, and the risks of retiring too early or too late.
Retirement can be challenging when your career has shaped your identity for decades. Without the structure, purpose and recognition work provides, many people find themselves questioning who they are and what comes next.
Your partner is ready to embrace retirement, but you're not. Discover why couples often reach this milestone at different times, and how honest conversations can help bridge the gap.
This interactive calculator acts as a guide to where you are and where you might be heading.
Watch this video to find out why we use Voyant cashflow to give you a clear view of where you are and how to reach your ideal retirement.
In this video, it's explained why Voyant can give you confidence for the future as you draw on your wealth and support loved ones.
Everyone shares the same six core needs, but we each prioritise and satisfy them differently, shaping beliefs, driving actions, and influencing life direction. Take this quiz to discover your top need.
Remember, retirement can be viewed as a comma, not a full stop. Before stopping completely, explore reducing your hours or moving into a less demanding role.
There are 5 key elements of wellbeing; physical, career, social, financial, community. They will never be equally shared but by doing well in all of these areas, you will have better days, months and decades.
There is no right or wrong time to retire, but by working with your Equilibrium financial planner we can help bring clarity and confidence, so when the time comes you can enjoy it to the fullest.
Chartered Financial Planner, Tim Latham, draws on years of experience to guide you through what to consider before and during retirement, helping you gain clarity, confidence and peace of mind.
Learn how to turn your retirement aspirations into a practical plan, giving you the confidence to enjoy the life you want.
Retirement is about more than money. Watch this video to see how you could create a retirement that reflects your goals, values and aspirations.
What will life be like after you retire?
Chartered Financial Planner, Paul Farrugia, provides your friendly expert checklist.
Frequent job changes have contributed to £31 billion in unclaimed pensions in the UK. Could your forgotten pension pots hold the key to a more comfortable retirement? It’s time to find out.
Everyone should have a Lasting Power of Attorney in place, regardless of age or health. In this masterclass you'll gain a clear understanding of the terminology, legal requirements, risks of not having an LPA, and have the opportunity to ask questions throughout. Even if your circumstances are more complex, you'll leave better equipped to work with a solicitor.
Care costs can be significant, but planning ahead can help you stay in control. This thought-provoking masterclass will help you understand your options, challenge assumptions, and take practical steps to prepare for future care needs.
During this exclusive Masterclass, Equilibrium Portfolio Manager Harry Topping will reveal common investment mistakes, share practical ways to avoid them, and explain the strategies Equilibrium uses to help investors stay on track.
Financial Planners, Ben Harrison and Grace Burgin, will provide a gentle introduction to the world of financial planning and investment by sharing their expertise and insights.
Inheritance tax planning is becoming increasingly complex, particularly with pensions expected to fall within the scope of inheritance tax from 2027. While these decisions are often influenced by family circumstances and emotions, this experience focuses on the financial impact of the options available, helping you understand the numbers first so you can make more informed decisions alongside your financial planner.
How can your money benefit your loved ones when they need it most? In this compelling masterclass, Financial Planner Ben Rogers will share transformative strategies to create life-changing outcomes for your loved ones, while potentially saving significant amounts of tax in the process.
Go beyond pensions and savings to explore retirement's financial, emotional and practical realities, helping you plan with greater confidence and purpose.
In this digital age, we’re all connected more than ever, making it even more crucial to ensure our online experiences are safe and secure. Join us for a masterclass and discover the most effective ways to protect yourself online.
Markets move fast. The world moves faster. Join Mike Deverell, Nathan Lingham and Harry Topping at our next Investment Insights as they cut through the noise and tell you exactly what it all means for your money.
