Retirement Planning

What do your Retirement plans look like?

Do you want to do more with your time? Maybe retire early? We’re here to help you put the right plans in place.

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.

What stage of retirement are you at?

I'm planning for retirement

The sooner you start to save, the more time you’ll have to grow your pension

Planning for retirement

I'm approaching retirement

We're big advocates of getting an early start on your retirement plans

Approaching retirement

I'm already retired

See if we can help you get the retirement you deserve.

Already retired

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

Let us call you

Request a call back

Speak to us

Call us on

0800 731 5342

Skipton Link

Learn more about our video appointment service

Skipton Link

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Work out if you’re on the right path with your money with a Free Financial Fitness Report.

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View our Savings and Investment Guide

Learn how savings and investing go hand in hand with our free guide.

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Read more in our Life & Money blog

Our blog provides information and insights into the areas which may affect you, your goals and the lifestyle you'd like

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*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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