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Retirement Planning Checklist

Prepare for retirement with this planning checklist covering money, health, housing and how you will spend your time.

What this tool does

Prepare for retirement with this planning checklist covering money, health, housing and how you will spend your time.

How to use

  1. Work down the list and tick each item as you finish it.
  2. Ticks are saved on this device, in your browser, so they are still there when you come back.

What this checklist covers

The list has 1 group and 10 items.

  • Retirement Planning (10 items): Work out what you will need in retirement; Review your investment portfolio; Look into the government retirement benefits you may qualify for; Consider healthcare and public health coverage; Review your pension options; Update your estate planning; Pay off or plan for debts; Decide whether to downsize or change where you live; Create a retirement budget; Explore hobbies and activities

Tip: Use this list for the early, big-picture planning. Ticks are saved on this device.

Limitations

  • This is a general list and not financial or legal advice. Speak to a qualified adviser about your own situation.
  • It is not specific to any country, so look up the local rules for each item.
  • Ticks are saved only in this browser on this device.

FAQs

Q: Does this tell me how much to save?
A: No. It lists things to think about and does no calculations.
Q: How is this different from the countdown checklist?
A: This list is about early, general planning. The countdown checklist is for the final months before a retirement date.
Q: Are my ticks saved?
A: Yes. Ticks are saved in your browser on this device. They are not sent anywhere and do not follow you to another device or browser.

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