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Retirement Planning

Planning your retirement

A wonderful and happy retirement won’t just happen. How you prepare will go a long way to determining your future lifestyle – and we can help you to make suitable plans.

Inheritance tax planning

Inheritance tax planning

Every year, thousands of people leave behind an inheritance tax bill. With our advice, you might not be one of them.
Investment Planning

Investing your money

We offer specialist advice on investing, suitable for experienced investors or beginners.

How we work with you

How Skipton Financial Advisers works

Honest and truthful advice

Our aim is to develop customer relationships that last years, rather than minutes. We will never short change you by offering advice that’s not right for you. Your best interests are our best interests too.

Thousands of customers nationally

Our nationwide team of advisers can meet you at a location convenient for you, and will always treat you like an individual. You will never be considered just a number.

We talk in plain English

Everything will be explained clearly, and we will never attempt to push you into making decisions. After all, it’s your money we’re dealing with – and your financial future that matters.

Our benefits and approach

From the Knowledge Centre

Retirement jargon buster

Here are explanations to some of the key terms you may come across when planning your retirement: 

Retirement income options

If you have a defined contribution pension, you now have far greater freedom than you used to over how you choose to use your pension pot to fund your retirement.

Interest rates go up. But why now?

Only recently, savers were left feeling thwarted by the Bank of England’s decision to freeze base rate in May. Find out more.
Go to the Knowledge Centre

Important information

Stock market-based investments are not like building society savings accounts as your capital is at risk and you may get back less than you invested. The value of your investments and any income from them may fall as well as rise.

 

To help maintain service and quality, some calls may be recorded and monitored. Calls are free from a BT landline, costs from other networks and mobiles may vary.

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.

© Skipton Building Society