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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.

Smiling man outside with work bag over shoulder

I need help pension planning

There are some brilliant tax incentives for saving into a pension. We could review if you’re making the most of your pension opportunities.

Pension planning
Man leaning on roof top balcony with cup of coffee

I'm planning for retirement

To give yourself the best chance of achieving your goals, it really pays to prepare. We could assess your plans and check if there’s any gaps.

Planning for retirement
Middle aged lady stood smiling in her living room

I'm approaching retirement

The decisions you make with your pensions and savings could affect the rest of your life. We could build a personalised retirement income strategy for your goals.

Approaching retirement
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I'm already retired

Hopefully your retirement will last for decades. Our advice could help you make the most of your wealth to support your lifestyle.

Already retired

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.

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