Retirement Planning

We all have our own idea of the life we’d like to lead after we’ve left the 9 to 5 behind. Whatever your vision, we’re here to talk you through your options with a friendly face to face conversation via our video appointment service, Skipton Link.

How much do you need to retire

Planning ahead can be really beneficial because your state pension might not be enough to cover your retirement on its own. A (Nov. 2020) study by Which? below shows how much income a couple might need to achieve different levels of comfort when they retire.

State Retirement Utilities, Housing Costs £18,220.80 per annum
Comfortable Retirement European holidays & Leisure activities £25,000 per annum
Luxurious Retirement Long-haul trips & new car every 5 years £40,000 per annum

Are you on track for the lifestyle you are looking for in retirement?

We’ve created a form designed to give you a rough idea of what your income and outgoings might be when you’re retired. It won’t give you definite answers though, so if you’d like a more detailed analysis call us on 0800 731 5342, our financial advisers might be able to help.

Why choose Skipton for financial planning

No pressure promise

We’ll never push you into taking up a recommendation or service you don't want or need.

No implementation no charge

You'll only be charged if you decide to implement your financial plan

Retirement planning experts

Your adviser will discuss with you your current lifestyle and financial situation, and build a plan tailored to your needs

What retirement lifestyle are you looking for?

It’s our mission to help you achieve a relaxing carefree retirement. We can help you look beyond the here and now and think about the lifestyle you’d like to have.

What will you do when you retire? What do you love about being retired? See how other people are spending their spare time.

It doesn’t cost anything to see if we could help you with your retirement plans.

Call 0800 731 5342 for a free initial chat to see if you could benefit from financial advice. There’s no obligation to act- our No Pressure Promise makes sure of that.

You won’t incur any charges unless you act on our recommendations.

Please note:

A pension is a long term investment and your Capital is at Risk. Your eventual income will depend upon the size of the fund at retirement,future interest rates and tax legislation.

Get in touch

Request a call back

Request a call back

Speak to us on

0800 731 5342

Skipton Link

Learn more about our video appointment service

Skipton Link

*To help maintain service and quality, some telephone calls may be recorded and monitored.

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.

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