Retirement Planning
Without too much prompting, we can all picture our aspirational lifestyle in retirement – but understanding what it would take financially to realise those dreams can seem far less clear.
In recent years, there’s been plenty of media coverage devoted to pensioners struggling to get by. This is largely because their pension turned out to be worth less than they hoped and they don’t have a sufficient nest egg to support the lifestyle they'd planned. For that reason, it’s never too early to start making suitable plans – so you can achieve the relaxing retirement your life’s hard work deserves.
SFS offers a Retirement Planning Service, ideal for helping you to make suitable plans for your retirement. They will take the time to understand your retirement goals and explore the different ways of achieving them – all in a clear and concise manner.
When it comes to blowing out the candles on your farewell cake and officially retiring, SFS can also help you to secure the best retirement income deal your pension fund can buy. Many people don’t realise they can shop around the market, and just accept the first offer they receive from their pension company. Yet this offer may fail to take into account your personal circumstances, and you could find a much more financially rewarding deal elsewhere.
By talking to SFS first, you can make sure your full options are presented to you; ahead of making what could be one of the most important decisions you will ever have to face.
To find out more about Skipton Financial Services please call Skipton Direct on 0845 603 4735*† or visit your local branch.
Many of the products available from SFS are not like building society/bank deposit accounts, as the capital value and any income can rise and fall and your capital is at risk. The tax treatment of any investments depends on your individual circumstances and may be subject to change in the future.
Authorised and regulated by the Financial Services Authority under registration number 100013, Skipton Financial Services Limited is a wholly owned subsidiary of Skipton Building Society