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Retirement planning

Retirement could be the most rewarding period of your life. Although the strength of your financial plans will go a long way to shaping it.

Wherever you are on your retirement journey, we’re here to help. Our personalised financial advice could take you a step closer to achieving your goals.

We could review your plans, discuss what you want to do and explore ways of growing your money. So you can feel more confident of experiencing the retirement you deserve.

  • We’ve helped over 47,000 customers

    For over 30 years, we’ve helped people like you make the most of their retirement.

  • Appointments to suit you

    We can arrange for you to meet an adviser at your local Skipton branch or, if it’s easier, at home using our video service.

  • Trusted advice

    We look after £4.3 billion of our customers’ money.

Book your FREE initial Retirement Planning consultation

Request a call back

How much money do you need to get advice from Skipton?

This service is available if you can invest or reinvest at least £20,000, or can commit to investing at least £500 per month. If you’d like advice on your current investments/pensions, the minimum value required is £50,000.

Please note:

A pension is a long-term investment. The value of your fund can go down or up and you may get less than you invested. Your eventual income will depend upon factors such as the size of your fund at retirement, future interest rates and tax rules. The way your pension is taxed depends on personal circumstances. Tax rules may change in the future.

Request a call back today

Book your FREE initial consultation to find out if financial advice might be right for you. Simply fill in your details and we’ll be in touch at a time that suits you.

What to expect

  • The call will take as little or as long as you need.
  • We'll ask a few questions to understand your situation.
  • You'll also be able to ask any questions you have and find out how we can help.
  • And, there's no obligation to take things any further.

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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.

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