As at 31 December 2023.
What stage of retirement are you at?
Personalised retirement planning advice
At Skipton Building Society, we’re here to help you make informed decisions about your financial future, without costing you a fortune. You could benefit from a tailored review of your current plans, with recommendations based on your personal circumstances and retirement aspirations.
Financial advice can seem like a big step, which is why we don’t charge an upfront fee.
That’s right, nothing.
We’ll provide you with a tailored plan for using your pensions, savings and investments to fund your retirement. A plan that could help you pay less tax. It’ll factor in how your circumstances might change over time and give you the confidence of knowing you‘re on track to achieve certain goals.
You don’t pay a penny upfront to receive this personalised plan. A charge only applies if you decide to take up our advice.
You can speak to one of our financial advisers if you have at least £20,000 to invest, can save £500 each month, or £50,000 already in pensions and savings.
A pension is a long-term investment. The value of your fund can go down or up and you may get less than you invested. Your eventual income will depend upon factors such as the size of your fund at retirement, future interest rates and tax rules. The way your pension is taxed depends on personal circumstances. Tax rules may change in the future.
Request a call back today
Book your FREE initial consultation to find out if financial advice might be right for you. Simply fill in your details and we’ll be in touch at a time that suits you.
- The call will take as little or as long as you need.
- We'll ask a few questions to understand your situation.
- You'll also be able to ask any questions you have and find out how we can help.
- And there's no obligation to take things any further.
Prefer to call us?
Arrange your appointment by calling us on: 0345 607 9803.