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Use our secure online form to request a call back to arrange a My Review - a free service, backed by our No Pressure Promise, in which we aim to help you understand and prepare for retirement.
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Whether you’re living life to the full or looking for help adapting to retirement, it can help to pause and think about the future.
All being well, your retirement will last for decades. Situations can change over time, so it’s important to keep checking your finances reflect your priorities. It doesn’t have to take up much of your time, and it can make all the difference.
Our dedicated financial advice website offers insight and knowledge to help you enjoy your retirement.
You experience some big lifestyle changes in retirement, but maybe you’re not sure how to make the most of them?
Keeping on top of your finances in retirement can help you stay prepared for what lies ahead.
It’s a natural desire to want the best for your loved ones – and that could include thinking about more difficult subjects.
“As I get older it’s nice to be able to ring Matthew if I need to discuss anything, and not have the responsibility of looking after my own investments.”
Find out how we’re helping Mr Ridehalgh with his retirement finances.
There’s a lot to look forward to about retiring – and we can help you to consider your plans. The sooner you focus on what you’ll need, the more time you’ll have to build your financial plan.
If your estate is above a certain limit, your loved ones could have to pay inheritance tax before they can inherit it. That’s why it can pay to make plans towards addressing any inheritance tax liability.
It can really pay off to prioritise your retirement plans - we can show you how you can do this.
We can help you prepare for the major changes ahead, as you approach retirement.
From guidance on how to adapt to retirement, to advice about managing your finances, we can help.
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 investments and any income from them may fall as well as rise. Please be aware that will writing and some areas of inheritance tax planning are not regulated by the Financial Conduct Authority.
*To help maintain service and quality, some telephone calls may be recorded and monitored.
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.