Retirement planning

Retirement planning

You may already have plans for retirement in place. But as life changes, and in particular as we live longer, your plans may need reviewing. We can help you with this review and tell you whether your existing arrangements are likely to meet your retirement goals. In certain circumstances we may suggest taking some additional steps to try to make sure you’re on track to meet your goals.

Then, as your planned retirement date approaches, we can talk to you about all the options available to you to help you make the decisions that you feel best meets your needs.

Our products and services have individual terms and conditions. Fees and charges may apply.

Pensions

The Scottish Widows Retirement Account or Stakeholder Pension plan can give you a flexible, tax efficient way of trying to build your funds for retirement, whilst still offering you an individual investment choice.

Become a client

Talk to us about how our expert service can help you with your aspirations and goals.

To become a Private Banking client you’ll need to have £250,000 in savings or investments or a sole annual income of at least £100,000.

As with all professional advice, there will be a charge for our services. We recognise that financial advice may not be for everyone so before you commit to any charges we will ensure you understand the basis of our advice and the level of charges that will apply.*

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*Our non-advised services are provided by Bank of Scotland plc. Our restricted advice services are provided by Lloyds Bank plc.

Bank of Scotland plc and Lloyds Bank plc are both part of Lloyds Banking Group. More information on Lloyds Banking Group can be found at www.lloydsbankinggroup.com.

Bank of Scotland plc
Registered Office: The Mound, Edinburgh EH1 1YZ. Registered in Scotland No. SC327000. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 169628.

Lloyds Bank plc
Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 2065. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 119278.