I'm approaching retirement

Pause for a moment. Think about how you want to spend your retirement. Have you got plans in place to make it happen?

This is a big period in your life. Retiring will change everything. And the decisions you make over the last few years of working could be vital. This is the time to get prepared for what’s ahead. So when the time to retire comes, you can focus on enjoying yourself.

Our dedicated financial advice website offers insight and knowledge to help you prepare for retirement.

How much money will I need during my retirement?

It’s easier than you’d think to forecast your retirement income needs, and it’ll help you find out any shortfalls while there’s still time to address them.

Find out more

What do I need to consider before deciding to retire?

There’s a lot to think about before deciding when to retire, including checking whether you're likely to have the finances to support your lifestyle.

Find out more

What should I be doing when counting down to retirement?

Preparing for retirement is really important, and the final few years before you begin your retirement are not a time to sit idly by.

Find out more

only

6% of the working population*
say they’re on track to meet their retirement savings target

*Skipton Retirement Tracker Survey 2016




Find out more

Are your retirement plans on track?

Our interactive calculator can help you work out how much money you’ll need in retirement – and if you’re on track to have enough income.

Knowledge Centre

There’s a lot to look forward to about retiring – and we can help you to consider your plans. The sooner you focus on what you’ll need, the more time you’ll have to build your financial plan.

Pensions Hub

We explain how pensions work, the benefits of early planning, and what the pension freedoms mean. You can also find out how to review your pension, and ways we could help you.


Let's get the conversation started

Call us today to arrange a review and see how we can help you start to plan your future

Where are you on your retirement journey?

thinking about retirement

I'm thinking about retirement

It can really pay off to prioritise your retirement plans - we can show you how you can do this.

I'm approaching retirement

We can help you prepare for the major changes ahead, as you approach retirement.

I've already started my retirement

From guidance on how to adapt to retirement, to advice about managing your finances, we can help.

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.

Version Info: