Pensions Planning: The NUMBER

11819212324227

Replies

  • EdInvestorEdInvestor
    15.7K Posts
    Forumite
    It all seems to be a tremendous amount of fuss about a relatively obvious bit of advance plannning - first work out how much you need to live on in retirement for basics plus a suitable level of enjoyment and comfort (budget calculators on this site willl enable calculation of essentials prettty easily).

    Then work out whether you are covered for essentials, and have enough over for the comfort.If not, adjust savings and/or investmentsd - or expectations of living standards - to suit.

    Not exactly rocket science surely?
    Trying to keep it simple...;)
  • PasturesNewPasturesNew Forumite
    70.7K Posts
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    Forumite
    Gatser wrote: »

    So What's your number?
    Very important for pensions planning, to know what you are aiming for.

    My Number? (for a couple)
    I calculated: £22,000
    based on
    Food £5,000
    Car/transport £5,000
    Bills/Utilities £4,500
    Holidays/Leisure £4,500
    Clothing/Cash/Xmas/Other £2,000
    Repairs/replacements £1,000
    My Number? (for a single, based on current lifestyle)
    I calculated: £7,500
    based on
    Food £1,500
    Car/transport £1,000
    Bills/Utilities £3,000
    Holidays/Leisure £500
    Clothing/Cash/Xmas/Other £1,000
    Repairs/replacements £500

    OAP Pension + Pension credit = £6,500/year I think

    So I'll have to cut back a bit, or make some money.
  • EdInvestorEdInvestor
    15.7K Posts
    Forumite
    OAP Pension + Pension credit = £6,500/year I think

    Have you asked for a state pension forecast to check how much you might get from S2P (second part of state pension)? It has been recently rejigged so the lower paid will benefit.A full Serps/S2P record for a person retiring now willl generate more than £10,000 in some cases, much higher than pension credit.

    Apply for forecast here:

    http://www.direct.gov.uk/en/Pensionsandretirementplanning/StatePension/StatePensionforecast/DG_10014008
    Trying to keep it simple...;)
  • EdInvestorEdInvestor
    15.7K Posts
    Forumite
    Quite!

    Having read your many many posts , I thought you advocated no planning, just the setting up of a low cost SIPP therefore solving all problems financial.

    Of course not.:rolleyes:

    But the position is very variable - for some people retirement planning is very straightforward and trouble free.For others, establishing a rough idea of a projected retirement budget is only the start to what can actually be a very complex operation.

    You can't generalise.
    Trying to keep it simple...;)
  • GatserGatser Forumite
    624 Posts
    Part of the Furniture 500 Posts Photogenic
    Forumite
    EdInvestor wrote: »
    It all seems to be a tremendous amount of fuss about a relatively obvious bit of advance plannning - first work out how much you need to live on in retirement for basics plus a suitable level of enjoyment and comfort (budget calculators on this site willl enable calculation of essentials prettty easily).

    Then work out whether you are covered for essentials, and have enough over for the comfort.If not, adjust savings and/or investmentsd - or expectations of living standards - to suit.

    Not exactly rocket science surely?

    I agree... but most people do not know their NUMBER.
    (excluding folks on here of course!)
    THE NUMBER is how much you need to live comfortably: very IMPORTANT as part 1 of Retirement Planning. (Average response to my thread is £26k pa)
  • GatserGatser Forumite
    624 Posts
    Part of the Furniture 500 Posts Photogenic
    Forumite

    You kept yours quiet while laughing at other peoples solutions.

    I have not laughed at anyone's response.
    You are clearly just trying to stir up mischief... stop it you naughty boy!:rolleyes:

    If you cannot make sensible comments on this thread, please do not trouble yourself...Whiteflag. :rotfl:
    THE NUMBER is how much you need to live comfortably: very IMPORTANT as part 1 of Retirement Planning. (Average response to my thread is £26k pa)
  • EdInvestorEdInvestor
    15.7K Posts
    Forumite
    :confused:

    So which one is it?

    As I said, you can't generalise.
    Trying to keep it simple...;)
  • Gatser wrote: »
    I have not laughed at anyone's response.
    You are clearly just trying to stir up mischief... stop it you naughty boy!:rolleyes:

    If you cannot make sensible comments on this thread, please do not trouble yourself...Whiteflag. :rotfl:
    Oh god!

    And just as it was all getting civilised.

    It can't be, can it?

    :eek::eek::eek:
    Nothing is foolproof, as fools are so ingenious! :D
  • GatserGatser Forumite
    624 Posts
    Part of the Furniture 500 Posts Photogenic
    Forumite
    Gatser wrote: »
    After over 100 posts, it appears lots of folks have not calculated their NUMBER (or will not reveal it?)
    Thanks to those that have given their views on the NUMBER.

    To date...average is £27,350
    It would be useful to see the breakdown as comparisons.

    Some people say their NUMBER is "two thirds of salary" but the principle
    of the NUMBER is that you should calculate (estimate) how much you NEED
    to live comfortably (happy). Not a proportion of your current salary.

    So what's your NUMBER?

    ...and it's creeping up!

    Average NUMBER now £28,200.

    What's yours?
    THE NUMBER is how much you need to live comfortably: very IMPORTANT as part 1 of Retirement Planning. (Average response to my thread is £26k pa)
  • PasturesNewPasturesNew Forumite
    70.7K Posts
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    Forumite
    EdInvestor wrote: »
    Have you asked for a state pension forecast to check how much you might get from S2P (second part of state pension)? It has been recently rejigged so the lower paid will benefit.A full Serps/S2P record for a person retiring now willl generate more than £10,000 in some cases, much higher than pension credit.

    Apply for forecast here:

    http://www.direct.gov.uk/en/Pensionsandretirementplanning/StatePension/StatePensionforecast/DG_10014008
    No ... I've been moving about a lot lately, so some things get overlooked ... including all this stuff that I don't understand :)
Sign In or Register to comment.
Latest MSE News and Guides

Energy Price Cap change

Martin Lewis on what it means for you

MSE News

Best £1 you've ever spent?

Share your most impressive bargains

MSE Forum