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I'm Planning For Retirement

With a friendly face to face conversation over our video appointment service, Skipton Link, you can work out a plan of action for getting your pensions and investments into a good place. We’re here to help you take the next steps.

Retirement plan checklist

A checklist can be a good place to start when it comes to making retirement plans. It could help you:

  • decide what sort of retirement you’d like to have.
  • check how much your pension income might be and how much you might need to top it up.
  • create a savings budget.
  • explore methods of saving that suit your current circumstances and have the most potential to help you achieve your goals.
  • booking regular reviews with a financial adviser to check your plan still suit your requirements can help heading up to retirement and when you’re actually retired.

A financial adviser might also recommend investing, which could be a good way to grow your funds. If they do, it’s important to understand that investing isn’t the same as putting your money in a savings account. It puts your capital at risk because the value of your investments can go down as well as up and you could get back less than you originally invested. If you invest then you should invest for at least five years, and be comfortable with the risk involved.

We’ve also 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, our financial adviser might be able to help.

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.

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Let's have a chat to understand your goals and see if financial advice could be right for you.

Or, you can request a call back.

Why choose Skipton for financial planning

No Pressure Promise

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

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

Our recommendations are likely to include stock market-linked investments. These aren't like building society savings accounts, as your capital 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.

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