You are retired, and rely on your existing investments and your pension(s) to provide your income. You have the time to follow the fund performance of your investments more closely than before, and may take more of an active role in managing them and selecting funds than previously. You are interested in annuities. You may be thinking about downsizing to a smaller property and investing some capital. Or you might be considering equity release. You might also be looking to help out your children or grandchildren via a trust, updating your will and addressing inheritance tax planning carefully.
At this stage in your life, the following sections of yourmoney.com may be of the greatest interest to you:
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