Checklists

1. Make a plan and review it regularly, at least every two years or whenever your financial circumstances change.

As there are so many things to consider when looking at retirement villages, these checklists are designed to make it easier for you.

These handy checklists contain information to help you if you're considering an equity release product. You might even like to print them out and take them with you when you talk to providers.

Like any investment or saving decision you make, you need to find out as much as you can about your company super scheme before deciding whether it's the best option for you.

Advisers are required to tell you what fees they receive but these don’t cover all the fees associated with a product (such as monitoring, administration and trustee fees).

You can get investment advice from financial planners, insurance companies, sharebrokers, banks, asset managers and independent advisers.

Use these checklists to make sure you're getting the information you need.

Questions to ask a lender