“Three-quarters of over 50’s say risk appetite is key when planning for retirement”

Jul 13, 2025 | Pensions, Retirement

An independent (financial adviser’s) view

The idea that you should reduce the level of risk of your investments in the run-up to retirement is based, I’d say, on outdated rules and advice. The assumption was, back in the (probably last century) day that: 1. Your pension was the only income you would have; 2. That income would come from trading your pot for an annuity and 3. Retirement was a full-stop on your working life. Despite rising interest and therefore annuity rates, having the flexibility to access your funds and have a flexible income is still the right thing for many if not most. If you have been planning or investing ahead, you’ll more than likely have ISAs and other investments to help with retirement income. And the days of “Here’s a clock and goodbye” from the job you’ve had for life have disappeared for most. We’re all living longer, and making those funds last from age 60 for another 25 years, hopefully, or more, means keeping at least a bit of risk in the mix. So, over-50s, at least have a chat with us, as other opinions are available.

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Social Media advice won’t get you rich quick

There’s no end of FinTok (it’s a thing) and Insta pundits happy to tell you how they got rich quick and to point your money at a suitable scheme. 56% of those in a recent survey who followed such ‘advice’ lost money – and that’s just those who admit it. 

The log-jam in the housing market

I’ve heard several more anecdotal stories of the current frozen housing market. Those that don’t need to move will generally just shelve it if their property won’t sell for what they think it’s worth and the ladder stays just as unaffordable for those trying to climb on.