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Would you take this person now/early?

2 replies

Plantbowl · 13/04/2026 15:59

I have taken some advice and I think I know what I'm going to go, just interested to hear views.

I have recently stopped work. I have a small unearned income, c. £10k pa and substantial savings and investments. Currently I am spending c. £12k pa from savings, and with very low fixed outgoings, this gives me a very nice life, including all the travel and hobbies I want. If there was a one off big trip I wanted, I could also take that from savings without any trouble. Savings are such that I could continie to draw like this for the rest of my life even if I live well into old age. Although obviously inflation would mean £12k pa isn't as much as it is now, and potentially i may want something for care later.

However, I won't need to draw savings for life because I have an occupational pension that I could take in full in 4 years, just over £20k pa. Or I can take it now with a reduction, on a sliding scale.

My state pension isn't due for another 11 years.

So, would you continue spending savings or take the pension early?

OP posts:
KnitWitsAnonymous · 13/04/2026 17:04

I think you need to correct your title! I presume you should have typed PENSION and not PERSON . . . .

Plantbowl · 13/04/2026 17:06

Oh!

OP posts:
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