Retirement income
- Are you thinking about retiring in the next 12 months?
- We can help you move from salary to retirement income
The place to come when you're nearing retirement
Safely access your savings
We can recommend the right way to use your pension and savings, potentially making you thousands of pounds better off in retirement.
A personalised retirement plan
Our Retirement Planner shows how much you might have when you retire and if you're on course to achieve the lifestyle you want.
Help to put your plan into action
Once you have a plan, we can help turn your savings into a reliable, flexible, and tax-efficient income.
A case study
6 reasons to take financial advice when you retire
- Consider all your savings and sources of income, not just your pension.
- More to spend - you could save thousands over your retirement.
- Look ahead to help prevent running out of money, or spending too little!
- Expert recommendation of the right investment for your needs.
- All the paperwork is done for you.
- Our advisers ensure your income arrives in your bank account as planned.
Our service meets the high standards of regulated financial advice. You’ll stay in control throughout, with our team on hand to support you every step of the way.
Retirement is such a big decision to make, it’s the rest of my life. They (Kelvin and Jack) definitely helped me decide what to do. They made it clear they want me to have the best retirement in the most tax efficient way possible. I don't want to pay tax when I don't have to. I felt like I was having my hand held along the way.
Niamh, age 56, June 2023
Do you want to know more?
Speak to a Retirement Specialist
We're here to help if you have any questions or are struggling to get started. There’s no obligation – just free, practical help.