At/In retirement

Loving Active Senior Couple Hugging As They Walk Through Sand Dunes

Don’t Outlive Your Savings – Plan Ahead

The 5-10 years before retirement can be daunting. Worries about if you can afford to retire, having a number of different pensions in various places, or old pensions that you have lost track of.

On top of this, you may need help to ensure tax efficiency in retirement and make sure that your plans are sustainable. Our goal is to ensure you don’t run out of money before you run out of life.

How we can help you

We can take away a lot of these worries and help plan for a successful retirement.

  • Our ongoing financial planning service

    Our ongoing financial planning service will organise your finances so you can face the future with confidence and security.

  • We establish your needs, goals

    We establish your needs, goals and objectives then design and deliver a plan to help you achieve these. 

  • We use cashflow modelling

    We use cashflow modelling to help clients stay on track. We look after the investment of your pension and savings to ensure long term sustainability, as well as all the administrative tasks.

  • Our annual reviews

    We will give ongoing advice and annually review your finances to keep you on track.

View our fees

Client story:

Geoff’s Retirement Plan

How Verus Helped Geoff Secure His Financial Future.

Read the story

Get in touch

We’d love to hear from you.