Plan your retirement
If retirement is still some way off, Schroders Personal Wealth could help you create a flexible and personal plan. If you're retired already or will be soon, they could help you to make more of the potential funds you have.
Receiving expert advice can help to:
- Start or consolidate existing pensions
- Establish your retirement strategy and plan when and how much income to take from your pension
- Review the role of your wider savings and investments.
- Set an appropriate risk/return profile for any investments made.
Pensions are a long-term investment. The retirement benefits you receive from your pension account will depend on a number of factors including the value of your account when you decide to take your benefits which isn't guaranteed and can go down as well as up. The value of your account could fall below the amount(s) paid in.
Through our partnership with Schroders Personal Wealth, we want to give more of our customers access to financial and investment expertise, to help give you the chance to choose what your financial future looks like.
If you have at least £100,000 in sole annual income, or £100,000 spread across sole or joint savings, investments and personal pensions, they could help you.
Fees/Charges will apply if you take out a product or service.
How Schroders Personal Wealth can help you plan your retirement:
“It’s important to look ahead to your retirement income and to know how much you’ll need to enjoy the lifestyle you’re looking for. Advice and management can help you understand your options and could mean your money goes further.”Read more
See how these two customers are taking control of their finances, now and for the long term.
Important legal information
Schroders Personal Wealth is a trading name for Scottish Widows Schroder Personal Wealth Limited.
Bank of Scotland plc. Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh EH1 1YZ. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 169628.
Eligible investments are protected by the Financial Services Compensation scheme (FSCS). We are covered by the Financial Ombudsman Service.