Financial Future Hub
Plan ahead with confidence, whatever stage of life you’re at. We’ve got the tools and services to help you, all in one place.
Your retirement
Whatever stage of life you’re at – nearing retirement, already retired or just starting to think about it – we can help you make the most of your pension options.
Pensions are a long-term investment. The retirement benefits you receive from your pension plan will depend on a number of factors including the value of your plan when you decide to take your benefits which isn’t guaranteed and can go down as well as up. The value of your plan could fall below the amount(s) paid in.
Preparing to retire
If you’re over 50 and considering the next step, we can help get you retirement ready with the right resources.
Savings and investments
Savings accounts offer a low-risk and accessible way to look after your money. If you’re looking to make some of your money work harder, you might also consider investing.
Remember, the value of investments and the income from them can fall as well as rise, and you may get back less than you invest. If you’re not sure about investing, seek independent advice. Tax treatment depends on personal circumstances and may be subject to change.
Ways to invest
Manage your own investments or let us do it for you. We have a range of options to suit all levels of experience.
Research the market
Our research centre helps you stay up-to-date with the latest market news.
Your home
If you’re considering buying a property or looking to make some improvements, we’re here to help you take the next step. We are proud to offer mortgages provided by Halifax.
You could lose your home if you don’t keep up your mortgage repayments.
Expert financial advice
Getting the right advice can make all the difference. That’s why we’ve partnered with Schroders Personal Wealth to give you access to their expert advisers.
Investment management
Even in a volatile market with low interest rates, find out how Schroders Personal Wealth could help you grow your wealth.
Inheritance
Help to pass on your wealth to your family, or other beneficiaries, in a tax-efficient way.
Protect you and your family
Protection for peace of mind. Schroders Personal Wealth won’t take a commission for getting you and your family protected.