Retirement Planning

Planning for the future is important and maybe the key to making sure you can realise your ambitions for later life.

Regardless of the life stage you have arrived at, it is important to receive expert and professional advice on your pension requirements. Adopting the correct strategy in advance of your retirement is crucial, as is employing the correct approach at the point of retirement. We create ways to help you make the most of your retirement opportunities and achieve your goals.

We hold advanced qualifications in the areas of Income Drawdown and Phased Drawdown as well as annuity based planning.

The value of a pension with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.