Masterplan Wealth

Masterplan Wealth

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Here to help you align your finances with your life. Authorised and regulated by the Financial Conduct Authority.

Unsure how to access your pension at retirement? Here’s what you need to know - Masterplan Wealth 17/12/2025

You can usually access defined contribution pensions from age 55. Read on to find out more about the three main options.

Unsure how to access your pension at retirement? Here’s what you need to know - Masterplan Wealth More than half of pension holders don’t know how they can access their savings when they retire. Find out more about annuities, flexi-access drawdown, and withdrawing lump sums to understand which option could be right for you.

The decumulation dilemmas you might need to overcome when you retire - Masterplan Wealth 10/12/2025

One of the retirement challenges many people face is how to handle wealth decumulation. During your working life, you’re typically working to increase your wealth, and this usually shifts as you enter retirement.

So, if you’re retired or are nearing the milestone, read on to find out more about decumulation dilemmas and how you might manage them.

The decumulation dilemmas you might need to overcome when you retire - Masterplan Wealth Retirement is an exciting milestone but decumulation could present some challenges, such as changing your mindset and ensuring you don’t run out of money during your lifetime. Find out more about decumulation dilemmas and how a financial plan could help you manage them.

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31 Coleshill Street
Sutton Coldfield
B721SD