Planning Retirement

Retirement is one of the key events in most people’s lives, and planning ahead for it is one of the most important aspects of our business.

Retirement planning is one of the most important services we offer as expert financial planners. No matter what stage of life you’re at, we’ll work hard to help you focus on your retirement years and make sure you have the right plans in place for you and your family.

It’s almost impossible to begin planning for your retirement too early. It really is the case that the earlier you start, the more time and potential you’ll have to build up the assets you might need for the comfortable and secure retirement you hope for. If retirement is still a long way off for you, it may be difficult to focus on such a distant event, but we are experts in helping you put effective plans in place no matter how far away it might seem.

We work with a selected panel of providers who are as committed to tailored personal service as we are, and with them alongside you, you can be sure that your plans are progressing smoothly.

The range of products we have access to includes the following:

  • Annuities
  • Retirement plans
  • Trustee schemes
  • Self-invested pension plans, or ‘SIPPs’
  • Drawdown plans

The value of an investment with St. James’s Place will be directly linked to the performance of funds you select, and the value can therefore go down as well as up. You may get back less than you initially invested.