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Retirement Planning

Review your pension to help make your retirement something to look forward to.

We offer a comprehensive retirement planning service with personalised recommendations to help you make informed decisions. If you’re already retired, a review of your finances can help you keep track.

You can make appointments to see us in branch or at your home. Your dedicated financial adviser will take time to learn about your circumstances, so we can make recommendations on your best way forward.

If you're working

After your review you’ll receive a detailed report to see how much your current pension contributions, savings and investments could provide you with. You’ll also get advice on investment opportunities selected from respected providers on our preferred Product/Fund Range.

Read more on our Financial Advice website

If you’re retired

This appointment is to review your savings, investments and state pension, and assess how long your current provision might last. If it isn’t enough, we can make suggestions that could benefit your personal circumstances by potentially enhancing your income.

Read more on our Financial Advice website
 

Financial advice knowledge centre

Our financial advice knowledge centre is a wealth of interesting and useful information about retirement planning and other personal finance topics. We regularly publish articles and features, with tips and downloadable articles.

Read more articles
 

Stock market-based investments are not like building society savings accounts as your capital is at risk and you may get back less than you invested. The value of your investments and any income from them may fall as well as rise.

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