- Investment
Investment Insights
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.
How can you relish retirement and not resist it
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.
Retirement in the UK by numbers
- source: www.houseofcommonslibrary.co.uk
- source: www.ageuk.co.uk
- source: www.pensionbible.co.uk
- source: www.retirementlivingstandards.co.uk
“Don’t simply retire from something; have something to retire to”
Harry Emerson Fosdick
Why do people resist retirment?
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.
It is too complicated
It may seem that way, but we're here to help. Read Rob's story to find out how we helped debunk what retirement is really like
It is too expensive
I am too young
My career is my identity
Family and friends' opinions
It comes down to two key questions: do I have enough money to live the life I want, and am I emotionally ready for what comes next?
The numbers question
1
Calculate here
How much will my pension be worth?
This interactive calculator acts as a guide to where you are and where you might be heading.
2
Watch here
What does my overall pre‑retirement financial position look like?
Using the Voyant cashflow system with your financial planner gives you a clear view of where you are and what you need to do to reach your ideal retirement.
3
View here
What will my retirement look like financially?
Post‑retirement, Voyant helps guide your decisions, giving you confidence as you begin to draw on your assets and support your loved ones.
The emotions question
1
Take the quiz
What are the 6 human needs?
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.
2
Read here
What if work is my purpose?
Remember, retirement can be a comma, not a full stop. Before stopping completely, explore reducing your hours or moving into a less demanding role.
3
Learn here
What could make me happy?
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 are more likely
How we can help you
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.
Join us for one of our regular in-person Masterclasses.
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.
Can't join Tim in person? No worries with this online version.
With this condensed version of our Masterclass you might be missing out on the food and drink but the explanation of why you should have one is clear to see.
What are the key questions when it comes to retiring?
In this Q&A, Tim answers the burning questions around all aspects of retirement.
Speak to a financial planner about your retirement.
Existing client? Get in touch as usual. New to Equilibrium? Click below or use the “schedule a chat” feature.
Contact here
Events
- Masterclass
Cyber Security
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.
- Masterclass
The Care Conundrum
Here, we will take you through the different stages of care and share real-life client stories so you can see how this works in practice.
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- Masterclass
Lasting Power of Attorney
Part of our Law in Order series, this masterclass will provide you with step-by-step guidance on how to create a power of attorney document yourself.
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- Social
Padel
A relaxed padel event bringing clients together for friendly competition in a sociable informal setting.
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- Masterclass
Rapid Responsibility
Financial expert, Ben Harrison, will provide a gentle introduction to the world of financial planning and investment by sharing his expertise and insights.
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- Masterclass
Right People, Right Money, Right Time
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.
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