The British Expats’ 20 Minute Retirement Plan

After years of hard work, providing for yourself and your loved ones, you want to be able to live your dream retirement, not just get by.

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How much retirement is likely to cost?
Your living costs in the future might not be the same as today. Understanding what you need is crucial.
How long your money needs to last?
Life expectancy shows we need to plan for a 30+ year retirement.
What will your UK State Pension cover?
The full state pension is worth £11,500 per year, every year in retirement. It’s a very valuable asset, but you need to take action if you want to qualify for the full amount.
How does inflation impact your savings?
Inflation is the silent killer of wealth, and can upend the best laid retirement plans.
Are you savings on track?
How much should you have today, to be on track for the future?
The ideal investment strategy for retirement?
When planning for decades, reliability matters. Evidence-based investments can help take the guesswork out of your strategy.
And how to safely spend your wealth?
Not running out of money is critical, historical data can give us guardrails on sustainable spending from investments.