Retirement Planning

Retirement Planning

There's no one way to do retirement. But there are things you can do to prepare for it.

Retirement should be one of the most exciting times of your life and planning it should be exciting too. We can help you work out how much money you might need and ways you might be able to build a big enough retirement pot for the lifestyle you’d like to have.

How much do you need to retire?

Planning ahead can be really beneficial because your state pension might not be enough to cover your retirement on its own. A study by Which? below shows how much income a couple might need to achieve different levels of comfort when they retire.

State Retirement Utilities, Housing Costs £8,547 per annum*
Basic Retirement Utilities, Transport, Housing Costs £18,000 per annum
Comfortable Retirement European holidays & Leisure activities £27,000 per annum
Luxurious Retirement Long-haul trips & new car every 5 years £42,000 per annum

*Source - April 2019: How much will you need to retire? (Which?)

Need help with your retirement planning?

It’s our mission to help you plan towards your retirement. We can help you look beyond the here and now and think about the lifestyle you’d like to have.

What will you do when you retire?

What do you love about being retired?

See how other people are spending their spare time.

Get in touch

It doesn’t cost anything to see if we could help you with your retirement plans.

Web Chat

If you’ve got a quick query, drop us a line on web chat and our friendly team will be happy to help you out.

Speak to us

Call us on
0800 731 5342
or request a call back

Visit us in Branch

Come and see us at any of our UK branches and we’ll arrange an appointment to talk about your retirement plans.

Want to know more, read our retirement articles

Check my pension? Well, that was easier than I thought

It's never too soon to think about retirement, and a little planning now can make a big difference later.

Read this article

Ways a financial adviser can help boost your pension

There are some major changes around the corner. Will you be financially prepared when the incomes stops?

Read this article

UK retirees to outlive pension savings by 10 years

People are enjoying life for longer. So it can be worthwhile checking to see if your money’s likely to last as long as you will.

Read this article
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