Building your personal retirement plan
Through our retirement financial planning services, we can help you position your finances so that you are confident of maintaining a good standard of living and have the income to realise your life goals, whatever they may be.
Research shows in 15 years, your current lifestyle and expenses will cost you 80% more*. We’ll guide you through challenges like this, covering everything from lifestyle and pension reviews, through to cashflow analysis that will forecast your future income and expenditure. Our retirement planning service will give you a flexible blueprint for your future.
Our areas of expertise
The rules around pensions are constantly changing. Getting regular, expert advice from our specialist retirement planners will help you decide on the best plan for your personal circumstances.
Income drawdown offers you a flexible solution that allows you to take the income you need while still keeping your capital invested with the potential for future growth.
Self-Invested Personal Pensions (SIPPs)
A SIPP offers you the personalisation and flexibility you might need in your retirement planning. It has the tax advantages of a standard pension plan while offering a far wider scope of investment.
See how Retirement Planning could benefit you
Our expert financial advisers can help you plan your ideal retirement. Please get in touch to discuss for an initial complimentary consultation today.
* Source: Global Financial Data, as of 01.09.20. Based on UK Retail Price Index from 1915-2020 (4.03%).
The information contained within this website does not constitute financial advice or a personal recommendation. Investors should remember that the value of investments, and the income from them, can go down as well as up and that past performance is no guarantee of future returns. You may not recover what you invest. References to taxation are based on our current understanding of the legislation but we do not represent that it is accurate or complete and it should not be relied upon as such. Tax laws are subject to change.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.