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Retirement

Your goal – providing for retirement

How confident are you that you'll achieve the retirement you've always dreamed of?

We all know that the earlier we start planning and saving for retirement, the better chance we have of living the lifestyle we'd like.

Every moment you delay is costing you valuable income in retirement. By seeking the help of a professional financial adviser you can take care of these concerns, and you might even be able to take advantage of local legislation and tax breaks.

Planning your investments

Firstly, you need to consider the kind of provision you need to make. Your financial adviser can help by working with you to understand your needs in full. For example:

  • How much will you need for the retirement you want?
  • How soon do you hope to retire? People tend to live longer these days so your retirement will hopefully be a long one.
  • How can you make your investments work hardest so that you can minimise future tax liability?
  • Are you thinking of living abroad in the future?

Having defined your needs, your adviser will help you create an investment portfolio with the right amount of flexibility for you, whilst taking account of the way you eventually want to withdraw your money. There are also trusts available to help with your estate planning.

We provide you with a range of tools that help your financial adviser to recommend the right solutions. We are an acknowledged expert in helping financial advisers deliver retirement and investment solutions for different jurisdictions around the world.

The information provided on this page is not intended to offer advice. It is based on Old Mutual International's interpretation of the relevant law and is correct at the time of publication. While we believe this interpretation to be correct, we cannot guarantee it. Old Mutual International cannot accept any responsibility for any action taken or refrained from being taken as a result of the information contained on this page.

Past performance is no guarantee of future returns. The value of the investments and the income from them can go down as well as up and the investor may not get back the amount invested. Where a transaction involves more than one currency the investor may be exposed to the risk of currency fluctuations.

The content of this site is not for the use of Hong Kong investors. You can change the regional content by selecting a region from the drop down box in the top left-hand corner.