From understanding tax relief to using your pensions as income, we’re here to help you plan ahead.
With our video appointment service, Skipton Link, our expert advisers are on hand to have a friendly face to face conversation about your pension plans and get you on track for your retirement.
All employers have to offer a workplace pension - and it shouldn’t be underestimated. In most cases, for every contribution you make to yours, your employer will make a contribution too (based on certain rules). If you’re not sure how much you’re contributing, it’s worth checking to see if you can put in more. Even if it doesn’t seem like much, a bit extra can make a big difference over time.
Let's have a chat to understand your goals and see if financial advice could be right for you.
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When you’re self-employed it’s especially important to find the balance between maintaining a steady cash flow for your business and saving for retirement. We can help you consider potential ways to build your pension pot.
Obviously, the sooner you start saving into your pension, the more money you’re likely to have when you retire. But we’re here for every stage in life. So even if you think you’ve left it too late – talk to us. We might be able to help.
A pension is a long term investment and your Capital is at Risk. Your fund value will fluctuate and can go down. You could get back less than you paid in. Your eventual income will depend upon the size of the fund at retirement, future interest rates & tax legislation.
We'll never push you into taking up a recommendation or service you don't want or need.
You'll only be charged if you decide to implement your financial plan.
Your adviser will discuss with you your current lifestyle and financial situation, and build a plan tailored to your needs.
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Site intended for UK residents only. Skipton Building Society is a member of the Building Societies Association. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, under registration number 153706, for accepting deposits, advising on and arranging mortgages and providing Restricted financial advice. Principal Office, The Bailey, Skipton, North Yorkshire, BD23 1DN.