Retirement Planning

Choosing when to retire can be one of life’s biggest decisions …

You need to start thinking ahead to get the most out of your pension pot when you retire. We can help you through the process and help make decisions that best suit you and your life.

Whether you need to set up a review of an existing retirement plan or look at planning strategies for you or your employees, we are always here to help make the most out of the opportunities available to your retirement.

Retirement Planning

Working with you is a large part of our business and helping you to make the right decisions.

We can offer the following range of products:

  • Self-Invested Pension Plans (SIPPs)
  • Trustee Schemes
  • Retirement Plans
  • Draw down Plans
  • Annuities

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.

The level and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs depend on individual circumstances.

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