Retirement planning

Retirement Planning

Retirement Planning

Retiring is a fantastic opportunity to put you and your family first. Yet your ambitions will be influenced by the strength of your finances.

It’s really important to prioritise building up your provisions, to give you a better chance of affording the lifestyle you’re aiming for – including any special one-off goals. After all, you’ll hopefully need to rely on your retirement savings for decades to come. 

Things you need to know

  • In retirement you will be more reliant on your savings and investments.
  • Depending on your circumstances, the basic state pension is unlikely to be enough on its own.
  • We can help you to review your existing defined contribution pensions and investments.
  • If we identify a shortfall between your finances and future goals, we will advise you of your options.