Your retirement options checklist

Everything here is optional, but recommended as part of your decision-making process, to make sure that you’ve got everything you need to take the next step with confidence.

If you’re still unsure or have unanswered questions at the end of this section, we would recommend financial guidance or advice to help you make your decision.

Here’s a useful checklist of things to do before you make your decision.

Run through the checklist

1. Think about what you want your retirement to look like
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2. Use the planning tool to work out what you might need in retirement
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3. Make sure you know what your options are
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4. Make sure you know about the Annual and Lifetime allowances
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5. Look at the useful tools and information if you need to
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6. Consider getting guidance or advice before you make your decision
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7. If you know what you want to do now, make your decision here
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