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Already retired?

You may not be working anymore but your retirement pot should still work for you. See how Skipton could help.

two retired women smiling and chatting

Helping you enjoy your retirement

Financial planning is just as important when you’re retired – and could help your money last as long as you do.

You’ve made it. After working for most of your life, you’re now in this well-deserved phase called retirement. And we want you to carry on enjoying it.

That’s why we’re here to help you make the most of your finances. Retirement planning is in fact vital at this stage. Not only to help you manage your money carefully – but to prepare you for unexpected curveballs that could eat into your retirement income.

These include:

  • Changes to your personal circumstances.
  • Living longer than expected.
  • Rising inflation.

Our experts could help you plan for these – and more.

 

Giving you peace of mind

Having strong plans in place could help you enjoy retirement – without worries over your finances getting in the way.

As always with retirement planning, there’s a lot to think about – and the decisions you make could make such a difference to your future. That’s why our qualified financial advisers are here to support you.

An initial review could help you:

  • Check how on track your plans are.
  • Look at ways to grow your retirement income further.
  • Better prepare for any unexpected events that could crop up in the future.
  • Put legacy plans in place for peace of mind over your loved ones.
  • Learn about our ongoing service that could support you throughout retirement.

The benefits of speaking with Skipton

No pressure promise

We'll never push you into taking up a recommendation or service you don't want or need.

No implementation, no charge

You’ll only pay a charge if you decide to take our advice.

Accessible advice

Visit branch or chat via video link to speak to us easily.

Financial advice you can understand, value and trust

With so much at stake – retirement is one life goal it’s wise to get financial advice on.

For over 30 years, we’ve offered a financial advice service.

  • We have a team of FCA registered financial advisers available to meet you.  
  • They will take the time to review your current plans.  
  • As the UK’s fourth largest building society, our advisers are backed by a head office support team, including expert researchers.  
  • They will help your adviser to build a personalised plan in a way that suits your personal circumstances.  

You can speak to one of our financial advisers if you have at least £20,000 to invest, or £50,000 already in pensions and savings.

Our recommendations are likely to include stock market-based investments. These aren't like building society savings accounts, as your money is at risk, and you may get back less than you invest. The value of your investment and any income from them may fall as well as rise. Your eventual income will depend upon the size of fund at retirement, future interest rates and tax rules.

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.
Request a call back

Prefer to call us?

Arrange your appointment by calling us on: 0345 607 9803.