Ages 51 to 60 Nearing retirement
You are at the height of your professional potential and contemplating retiring at this age.
Additionally, now is the moment to weigh your projected retirement income and expenses against your pension.
By conducting a review, you may find any weaknesses and, if necessary, remedy them. Being ready for retirement will make the move much simpler.
Lower the portfolio’s overall risk level.
Your assets may need to be more geared toward guaranteed returns, such as interest-bearing investment funds like the Savings Plan and the Guaranteed Personal Pension Plan, and less geared toward growth-oriented funds as you transition from employment to retirement.
