Retirement Planning

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

We offer a retirement planning service with personalised recommendations to help you make informed decisions. If you’re already retired, a review of your investments 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 suitable recommendations.

retirement

If you're working

After your review you’ll receive a detailed report to see how much income your current pensions, savings and investments could provide you with in retirement.

Read more on our Financial Advice website
If you are retired

If you’re retired

We review your savings, investments and state pension, and assess how long your current provision might last. If required we can offer personalised recommendations - with no pressure to act.

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

 

Our recommendations are likely to include stock market-linked investments. These aren’t like building society savings accounts, as your capital is at risk and you may get back less than you invest. The value of your investments and any income from them may fall as well as rise.

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