Check your pension plan every few years.

Goals and priorities change over time so it is important to review your pension on a regular basis to ensure it matches the retirement lifestyle you want.

Since you last reviewed your pension you may have:

• changed your mind about when you want to retire
• changed your view on how much money you might want to retire on
• changed salary
• changed jobs
• got married
• reached an age where you can avail of increased tax breaks*
• the State pension age may have changed

If any of the above have changed since your last review, it’s crucial to check that your pension is aligned to your current circumstances.

For more information, view our Pensions FAQs or contact us today.