Don’t leave your future to chance

The retirement you deserve won’t happen by itself. If you have questions about planning for your future, we’re here to help you find the answers.

At Skipton we can help you understand how much money you might need for your retirement ambitions and advise you on what you need to do to prepare. We can look at what kind of income you could expect from your pension so you have a clearer idea of what your retirement could look like.

We’re here to help you pause and think. No matter what point in the journey you’re on, we can help you find the answers to some of the most important questions about your pension, plans for retirement and your life ahead.

And when you’re ready to take the next step, we’re right with you.

What do you need to know about planning your retirement?

I'm thinking about retirement

It can really pay off to prioritise your retirement plans – we can show you how you can do this.

I'm approaching retirement

We can help you prepare for the major changes ahead, as you approach retirement.

I've already started my retirement

From guidance on how to adapt to retirement, to advice about managing your finances, we can help.


20%of savers*...
...think their plans are on track to meet or exceed their retirement targets. Are your plans on track?

*Skipton Retirement Tracker Survey 2016

Are your retirement plans on track?

Our interactive calculator can help you work out how much money you might need in retirement – and if you’re on track to have enough income.

With 30 years of experience helping customers invest, you can trust our tailored advice

If you're prepared to accept the risk that your money could go down in value, investing offers you the chance to achieve the long-term returns you're looking for.

It doesn’t matter if you’ve never invested before or have plenty of experience. We’ll take the time to get to know you, explain everything clearly, and offer advice you’ll be comfortable considering.

And for added peace of mind you should know there’s no pressure to act on our recommendations. You can take as long as you need to decide your next steps.

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.

Read more about planning your retirement 

If you’ve got more questions about retirement planning and your pension, here’s a range of articles to get started. We explain how pensions work, the benefits of paying in more, and what the pension freedoms mean. You can also find out how to review your pension, and ways we can help you.

Financial peace of mind

Our tips for looking after your finances could help you save money and give you peace of mind so you can start thinking about your future. 

Reviewing your pension

If you're close to retiring, start considering the practicalities. Our countdown can help you get ready for life ahead.

Retirement income

Securing your retirement income is one of the most important decisions you'll have to make, so it's important to get it right.

Take the next step in planning your life ahead

From understanding if your savings plans are on track, to exploring if financial advice is right for you and keeping up to date with our latest news, we're here to help.

Financial objectives tool

On track to meet your goals?

Use our calculator to find out what kind of income you might be able to expect in retirement and see if your plans are on track.

Get started

Talk to us about Financial Advice

Talk to us about Financial Advice

Call 0800 121 4270* to speak with a member of our team and see if you could benefit from financial advice, or request a call back.

Request a callback

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