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Many Villagers have retirement annuities (RAs). After all, they’re a tax-efficient provision for retirement. You probably haven’t thought too much about yours over the years - but if you’re in your early to mid 50s, the date you’ve been building your RA towards is on the horizon.
As you probably know, you can “retire” from your RA at 55* 1. What you can do with the capital is governed by law and needs careful consideration because it will impact the rest of your life.
Although very few of us intend to or can afford to retire at 55, it’s important to plan ahead and prepare for this eventuality. Your financial adviser can help you to make this life changing decision.
Old Mutual has partnered with The Village to produce this e-book. It details the information you need to have an informed conversation with your adviser as you decide on the best, next path for your retirement investment.