Retirement planning

When it comes to thinking about your retirement, it’s never too soon to get started. Along with dreaming about where you might like to live, or all the things you’ll now have more time to enjoy, it’s key to start working out how much you need to live on comfortably, for as long as you need. And then, create a plan to achieve that.

Nowadays many of us choose to continue to work flexibly in our retirement; part-time, or self-employed. We also have more options available to manage our retirement income flexibly than ever before. Whilst all that flexibility is positive, it can appear that there are almost too many choices and options.

You may be a decade away from retiring, or only a year or two. We offer a full range of expert advice and services that cover every aspect of retirement planning, so you can control your income and estate with confidence, as you grow older. From maximising your pension fund, or even making sure that your employees get the best advice when they’re about to retire, let’s talk.

Choosing how we manage our money so that we have enough to live comfortably in later life is a highly personal choice. Whether you need to start planning, or take another look at your existing retirement strategies, we can help you make the most of your retirement from day one.

The value of investments with St. James’s Place will be directly linked to the performance of selected funds and these can fall as well as rise. You may get back less than the amount invested.