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Already Retired?

Already retired?

Financial planning is just as important when you’re retired – and could help your money last as long as you do.

You’ve made it. After working for most of your life, you’re now in this well-deserved phase called retirement. And we want you to carry on enjoying it.

That’s why we’re here to help you make the most of your finances. Retirement planning is in fact vital at this stage. Not only to help you manage your money carefully – but to prepare you for unexpected curveballs that could eat into your retirement income.

These include:

  • Changes to your personal circumstances.
  • Living longer than expected.
  • Rising inflation.

Our experts could help you plan for these – and more.

Giving you peace of mind

Having strong plans in place could help you enjoy retirement – without worries over your finances getting in the way.

As always with retirement planning, there’s a lot to think about – and the decisions you make could make such a difference to your future. That’s why our qualified financial advisers are here to support you.

An initial review could help you:

  • Check how on track your plans are.
  • Look at ways to grow your retirement income further.
  • Better prepare for any unexpected events that could crop up in the future.
  • Put legacy plans in place for peace of mind over your loved ones.
  • Learn about our ongoing service that could support you throughout retirement.

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 pay a charge if you decide to take our advice.

  • Accessible advice

    Visit branch or chat via video link to speak to us easily.

You don’t need £100,000

Financial advice is harder to find on the high street these days – with many organisations needing you to have over £100,000 to invest.

The great news is we’re different. You can speak to one of our financial advisers if you have at least £20,000 to invest, or £50,000 already in pensions and savings.

Important information

Our recommendations are likely to include stock market-based investments. These aren't like building society savings accounts, as your money is at risk and you may get back less than you invest. The value of your investment and any income from them may fall as well as rise. Your eventual income will depend upon the size of fund at retirement, future interest rates and tax legislation.

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.

Alternatively you can call us on 0345 607 9803

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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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