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Free editable template

Retirement finances checklist — free printable money guide

A pre-retirement finances checklist. The money tasks to work through in the years and months before you retire — so you reach retirement clear, prepared and confident.

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✓ Editable in any free PDF tool✓ A2 · A3 · 18×24"✓ Print-shop ready
Free · No email required Pre-retirement finances checklist printable money tasks years months before retire reach clear prepared confident pension savings UK
What you get

Designed to look bought, priced at nothing

Three print sizes

A2 and A3 for home printers, plus 18×24" for a print shop or easel.

Fully editable

Change the wording in any free PDF editor — no design software needed.

High-resolution

Crisp 300 DPI vector text that stays sharp at poster size.

How to use it

From download to display in three steps

  • Personalise. Open the PDF in Canva, Acrobat online or Apple Preview and edit the text.
  • Print. Heavyweight matte card at home for A3 and under; a print shop for 18×24".
  • Display. Frame it or stand it on an easel at your .

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Frequently asked questions

What financial tasks should you do before retiring?
Check your State Pension forecast on gov.uk (and consider filling any National Insurance gaps), trace and total all your pensions, and work out whether your expected income meets your needs. Understand your options for accessing pensions (annuity, drawdown, lump sums) — and use Pension Wise, the free government guidance service for over-50s with defined contribution pensions. Aim to clear debts, and make sure your will is up to date and you've considered a Lasting Power of Attorney. For complex decisions, a regulated financial adviser is worth the cost. This is general information, not financial advice.
Is it really free?
Yes — no email, no sign-up.
Can I print it more than once?
Yes — print as many copies as you need.