London Office: 020 3755 3235 | Ipswich Office: 01473 384 858 | Email: enquiries@swallow.financial
Will My Money Last My Lifetime?

News updates from Swallow Financial Planning.

Sign up to our newsletter to receive the latest updates straight to your inbox.

Read More   Get In Touch

Will My Money Last My Lifetime?

For our retired clients, the biggest question is often ‘will my money last my lifetime?’. By tackling this in advance, expert retirement planning can provide financial reassurance. This in turn enables wider possibilities such as gifting to children or enjoying the more expensive items on the bucket list.

The international thinktank, the World Economic Forum, has recently released a damning report confirming that retirees worldwide could outlive their savings by a decade. The average shortfall is as wide as 8 – 20 years. This ‘longevity risk’, can be attributed to a combination of:

•           Underfunding during working life.
•           Unsustainable attitude to investment risk.
•           Unrealistic retirement objectives.
•           Uninformed income strategy during retirement.

The World Economic Forum confirmed that sound financial advice is essential. At Swallow Financial Planning, we place cash flow forecasting at the centre of our Wealth Management service. Whether you are still working and would like to understand how much to (and how to) save, or you are already enjoying retirement and wish to keep it that way, we are here to offer our expert financial and investment advice.

News

The latest news from Swallow Financial Planning and the financial industry

Budget Summary March 25, 2020

The 2020 March budget has all but been forgotten amidst the current Covid-19 pandemic. The following is our summary of the key...

Commercial Property Funds March 20, 2020

Many clients will have seen that Bricks and Mortar investment funds have been suspended. Bricks and Mortar funds own physical property. Real...

Swallow Financial Planning Contact Update – COVID-19 March 17, 2020

The actions being taken to contain the current Pandemic are getting ever more draconian. This note is to explain to clients changes...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry