Whether you are trying to accumulate money for a retirement years from now, or trying to consider the bewildering number of options available at retirement, we can provide you with a tailored plan to meet your needs.
Retirement planning
"Successful retirement planning is about making the right decisions at the right time"
With our extensive knowledge we’ll be able to guide you to have an appreciation and understanding of the complexities surrounding retirement planning by communicating all the available options in a clear jargon free language.
We will help you answer those critical questions:
- Am I on track for my retirement?
- Is my pension working as hard as it can for me?
- Do I have enough to retire?
- How long will my money last?
Our services include:
Income Drawdown, Annuities, Defined Contribution Schemes (Money Purchase), Defined Benefit Schemes (Final Salary), and Self Invested Personal Pensions (SIPPs).
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
