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Penguin – How Much Do I Need To Retire?

How Much Do I Need To Retire?

Plan your retirement with
confidence and peace of mind

Retirement is one of the most significant financial goals you will ever plan for.

Understanding how much you need to retire comfortably can seem daunting, but with the right guidance and planning, it’s entirely achievable.

At Penguin Wealth, we are committed to helping you create a roadmap to a secure and fulfilling retirement.

Get your personal Retirement Scorecard

Looking for an easy way to find out if you're financially ready for retirement?

Use our ScoreApp tool to get a comprehensive financial report in less than 10 minutes.

Here's how it works:

Easy Questions

Answer simple yes/no & multiple choice questions

Recieve Your Report

Get your personalised private and confidential report

Take Action

Consider your next steps and plan for the future

Pension Shortfall Calculator

Explore your financial future with our Pension Shortfall Calculator. 

Input key details, and instantly gauge if your current savings align with your retirement goals.

Plan wisely for a secure future with our user-friendly tool.

The Retirement Checklist

Planning your Retirement may not be something you’ve thought about, perhaps, it is something you’ve thought about it but don’t know where to start.

Downloading The Retirement Planning Checklist helps you understand the main things you need to do as you plan your Financial Freedom date. Retirement isn’t just about how much money you have, it’s about doing all of the things you’ve ever wanted to do and living a life you’re proud of.

Retirement Planning is about making sure that your money outlives you and not the other way around.

  • Have you let HMRC know about your Retirement date?
  • Have you put the right Insurances in place?
  • Do you know exactly how much money you’ll need to live the life you want?

Use this checklist as a starting point, a document that you can continually refer back to, update, and tick off as you go.

You don’t need to print this checklist, simply download it and begin filling it in straight away.

Our Videos

Tax Webinar 2024

Ask yourself…

–  Do I pay into a Pension?  
–  Do I take income from a flexible Pension?
–  Do I want to claim more advanced Tax Allowances?  
–  Do I have an ISA?
–  Do I Pay Tax?  
–  Have I got children over the age of 18?
–  Do I have grandchildren under the age of 18?

If you answered ‘Yes’ to any of the above, our Tax Webinar is for you. Not only does Craig walk you through these key points, but also tackles the changes announced in March 2024 and how they can impact you.

What is a Pension Trust?

Whether you’re looking to the future of your family or the future of your business, Pension Planning can seem daunting.

If you’re worried about how your family or business will be affected by your Pension, there is one piece of planning that you can put in place to ensure they’re always protected.

There’s no longer a need to worry about what happens to your Pension when you die. Putting the right plans and the right roadmap in place means that the ones you love are always protected.

Get in touch and get partnered with one of our experts:

02920 450143