Free guide to financial planning to help your retirement

leading retirement specialist McCarthy & Stone, which has a development in Forfar, has launched a free guide to financial planning in later life.

The free guide provides useful financial information, specifically tailored for people in later life.

Included is a financial planning checklist, advice on state benefits that people might be entitled to and options to help them fund their retirement, including equity release and downsizing. It also gives advice on issues such as making a will and appointing a power of attorney.

Steve Wiseman, Regional Managing Director for McCarthy & Stone in Scotland, said: “Everyone approaches later life differently but to really enjoy the pleasures it brings, a little financial planning and wise money management will help enormously.

“That’s why we’ve put together this useful mini guide. The guide offers straight forward, practical advice about things to consider, where to get help and advice from as well as details of how McCarthy & Stone can help with some of these important decisions.”

People living in Scotland can claim their free guide by calling 0800 201 4740 or by emailing

The guide follows the launch of a number of financial services by McCarthy & Stone, including pension annuities, equity release, legal services and guaranteed funeral plans.

McCarthy & Stone is currently selling a range of purpose built, one and two bedroom Later Life and Assisted Living apartments across Scotland.