How To Get Retirement Planning Advice
Whether you’re planning for the future, approaching retirement, or already drawing a pension, financial advice could help you get more from your money.
What stage of retirement are you at?
I’m planning for retirement
Explore the options that suit your current situation and get help in putting aside as much as you can reasonably afford.
I’m approaching retirement
Skipton’s retirement planning advisers could review your pensions and investments to see if your current plans are on track.
I’m already retired
Even if you’re not working anymore, your retirement pot should still be working for you. Good advice on when to access your pension, drawing an income, and how to protect and build on your lump sum can be really useful.
How much do you need to retire?
Planning ahead and putting some more money aside if you can afford to could help you put stronger plans in place for retirement.
A study by Which?* (below) shows how much income a couple might need to achieve different levels of comfort when they retire:
Utilities, housing costs, transport £17,200 a year
Leisure activities & European travel £25,000 a year
Long-haul travel & new car every 5 years £40,000 a year
Financial advice provided by Skipton Building Society
Some of the people who come to the Fair Investment site for information on retirement planning would like detailed, personal advice on the kind of pension plan to go for.
We’ve chosen the trusted Skipton Building Society to provide a personal financial planning service for people just like you, who use the Fair Investment site. They’ve been around since 1853 and today help over 1 million customers save for the future and secure their own homes. They have have over 30 years’ experience in helping people plan for a stronger financial future.
- There’s no pressure to act on their advice, and no upfront fees to pay. You’ll have the time you need to decide if you want to act on their recommendations, and will only pay a fee if you do.
- You can speak to a Skipton adviser in a Skipton branch or without even leaving your home– they offer an award-winning video link service. You can also have an appointment over the phone or in a Skipton branch.
- Free initial appointments and you’ll only be charged if you decide to proceed with the recommendations provided.
- They’re a mutual society, not driven by shareholders
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For pensions and flexible retirement solutions your capital is at risk and you may get back less than you originally invested. Your eventual income will depend on the size of your fund at retirement, future interest rates and tax legislation. If you take too much income too quickly your fund could be depleted or run out altogether.