Retirement Planning

Retirement Planning

There's no one way to do retirement. But there are things you can do to prepare for it.

Retirement should be one of the most exciting times of your life and planning it should be exciting too. We can help you work out how much money you might need and ways you might be able to build a big enough retirement pot for the lifestyle you’d like to have.

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 how we can help you to ensure you are on track to have the retirement you want

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 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 £8,547 per annum
Basic Retirement Utilities, Transport, Housing Costs £18,000 per annum
Comfortable Retirement European holidays & Leisure activities £27,000 per annum
Luxurious Retirement Long-haul trips & new car every 5 years £42,000 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

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

Web Chat

If you’ve got a quick query, drop us a line on web chat and our friendly team will be happy to help you out.

Speak to us

Call us on
0800 731 5342
or request a call back

Visit us in Branch

Come and see us at any of our UK branches and we’ll arrange an appointment to talk about your retirement plans.

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