Jane the entrepreneur
Jane has every reason to celebrate. After being made redundant 10 years ago, she decided to start her own PR business. Things were tough initially, but with hard work and determination she gradually built a thriving practice. Earlier this year, a major media company bought Jane's business for a tidy sum.
Having been busily focused on her career, and then her own business since she left college, Jane has never taken the time to make any provision for her retirement.
She's considering starting another business, which will require a fair bit of her capital. She's also conscious of being the main income earner for her young family. Realising she shouldn't ignore to her retirement planning any longer, Jane meets with an Accordia Adviser.
The Adviser listens carefully to Jane's ideas and concerns and helps her to define her desired lifestyle once she retires. Taking into account her likely lower income over the first few years of her new business, he designs a retirement plan that meets Jane's specific needs. A lump sum will be invested immediately from the proceeds of her business sale, and this will be supplemented by monthly payments once her new business venture is profitable.
Jane's relieved to have finally made provision for her retirement, and is confident that the longer term retirement payments are achievable.
Don't wait any longer to make your retirement plans. The sooner you start, the easier it is. Wouldn't you like the peace of mind that come with knowing you're investing intelligently for your future?