It’s never too early to plan for your future.

Building your personal retirement plan

Our financial planners can help guide you to the retirement you want, giving you confidence about the lifestyle you can maintain and how you can realise your life goals - whatever they may be.

We’ll cover everything from tax efficiency and pension reviews, through to cashflow analysis that forecasts your income and expenditure over time. Our retirement planning service gives you a flexible blueprint for your future.

Ask us for a call back or to book a free initial consultation today.

See how Retirement Planning could benefit you

Our expert financial advisers can help you plan your ideal retirement. Please get in touch to discuss for an initial complimentary consultation today.

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If you need immediate assistance, please don't hesitate to call our Helpdesk at 0800 151 3355. We're available Monday to Friday, from 8am to 6pm (excluding bank holidays), and we're here to help with any questions or issues you may have.

If you're interested in registering for MyRathbones, please reach out to your investment manager directly. For more information on MyRathbones, you can visit our website here.

If you are an existing client, please contact your investment manager directly to address your query or visit ⁠our people page.

 

Pension planning

The rules around how much you can save in your pension, how it’s taxed and what happens to it once you pass away can change often. Getting regular, expert advice from our specialist retirement planners helps you navigate the latest twists and turns, setting you on the right road for your personal circumstances.

Income drawdown

Instead of using your pension pot to buy an annuity paying a regular income for your retirement, a flexible option for retirement is keeping your pension pot invested and drawing it down over time. Done carefully, this can provide an income to live on while retaining the chance that you will have pension savings left over when you die to pass on to your loved ones.

Self-Invested Personal Pensions (SIPPs)

A SIPP offers you the personalisation and flexibility you might need in your retirement planning. It has the tax advantages of a standard pension plan while offering a far wider scope of investment.

Is your business really your pension?

Why investing in a personal pension is good for you and your business.

Let us answer your initial questions

Frequently asked questions

Book your complimentary, no obligation consultation

We have a team dedicated to supporting people like you. Please get in touch to discuss your financial needs today.