It all starts with a free Financial Fitness Report

This is a year that none of us will ever forget. The coronavirus pandemic has affected our way of living. Offered us new perspectives. Maybe it’s even changed your financial priorities, and the way you’re thinking about the future.

It might also offer you a really important opportunity to reshape your plans for the better which is where we might be able to help you.

Perhaps one of the biggest lessons’ lockdown life has offered is not to take things for granted. Take retiring as just one example. Back in February 2020 – before coronavirus was on the nation’s radar – research showed over half of UK workers did not know the size of their pension pot*. Then came the market falls, which could now sadly force many people to retire later than they hoped^.

It was always a good idea to know where you were with your money. But now its even more important to be thinking about your long term plans.

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At Skipton we’re here to support you through the uncertainty. That’s why we’ve just launched a special new service that could help you with your plans.

We can provide you with a free Financial Fitness Report. The report is a chance for you to look at your finances and set yourself on a clearer path to reach your goals. It starts with a 30-minute conversation where you can talk to a member of our friendly team about how you’re getting on with key areas of managing your money. And at the end of the chat you'll receive your report to keep and use however you like.

Hopefully, you and your loved ones are getting by okay in these challenging times. The friendly chat might uncover a few things you should consider, things you should address as part of your long term plans. The 30 minutes could be a good starting point for your next steps.

There are moments in life that we look back on as the thing that changed everything. This free Financial Fitness Report could be that moment for you.

Your Financial Fitness Report is completely free.

Financial Fitness Report

At a time when we’ve all got to remain that extra bit more careful, the good news is you can have your 30-minute appointment from the comfort of your own home. We can do it on the phone, or better still through our award-winning Skipton Link video service appointment.

The chat will be shaped around you and what’s relevant in your world. But as a preview, these are the kind of things we might cover with you.

  • Check if you have you got the right foundations in place. From thinking about those what-if dilemmas to how you’re building up your savings.
  • What are your short and long-term priorities? Your plans for 2020 have no doubt changed a bit. But let’s look beyond that to the next few years and what’s just over the horizon.
  • Is your money working hard enough? There are all sorts of ways you could boost your plans. It’s worth thinking about if you’re making the most of the opportunities available to you.
  • How are you planning for the future? In time, the challenges of 2020 will hopefully seem like the distant memory. But what you’re doing, or not doing, right now could go a long way towards shaping your lifestyle in retirement.

As always, you won’t be pressured to make any decisions. It’s just a friendly chat to help you get on track to meet your goals. We want you to be happy you’re doing the right thing. Take all the time you need.

To be clear, the Financial Fitness Report won’t include any personalised advice or recommendations. If you decide to get advice, our recommendations could involve placing your capital at risk, as the value of investments can fall as well as rise and you may get back less than you originally invest.

*Source: https://www.plsa.co.uk/press-centre/press-releases/article/More-than-half-of-workers-dont-know-the-current-size-of-their-pensions-pots

^Source: https://www.theguardian.com/society/2020/jun/18/covid-19-crisis-risks-uk-lost-generation-of-people-about-to-retire

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