Whether you’re looking to cover the basics, increase your quality of life, or you have something more specific in mind, you need a clear goal and a sound financial plan – one that is also flexible enough to meet your changing individual needs.

Most of us would, at some point, like to put our feet up, relax and start indulging in some of the other more enjoyable aspects life has to offer - even if it is just sitting in front of the TV. It seems simple enough, but in order to successfully invest in your retirement you first need to ask yourself a few questions:

Leaving your employer's fund?

How rewarding your life after retirement is depends on how well you plan and make provision for it now. If you are leaving your employer's fund due to resignation, retrenchment, or the winding up of your retirement fund it is essential that you preserve your current retirement savings.

Already retired, or about to?

By investing in your life after retirement, you're investing in the quality and comfort of it - whether it be spending more time with family and friends, a few rounds on the golf course or travelling. If you want to live life to the full you need a plan to grow your capital, whilst at the same time enjoying a level of income that enables you to maintain your current standard of living.

Saving towards a specific goal?

We'd all like to get the best out of life and usually this involves having the financial means to meet our goals. You may want to buy a car or a house, go on a dream holiday, and even start your own business. Meeting your goals may be easier than you think if you start saving today. Investec unit trusts can help you get there.

Retirement Calculator: Our easy-to-use calculator can help you determine how much capital you need to retire
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Find An Advisor: Use our interactive Find-an-Adviser tool to gain access to accredited independent financial advisers
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Your retirement savings plan will depend on your personal circumstances. If you are unsure on how to plan for your retirement we recommend that you consult a qualified financial planner or an independent financial adviser to help you make the right choices. Investec Direct Client Services can assist you with product related questions, but unfortunately we are not permitted to provide advice. Please contact Investec Direct Client Services on 0860 555 700 or email us at investinyourfuture@investecmail.com.

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