Retirement Planning

Regardless of the life stage you have arrived at, it is important to receive expert and professional advice on your pension plans and requirements.

Whether you need to set up or review existing retirement planning strategies, for you or your employees, we have ways to help you make the most of your retirement opportunities.

The value of an investment 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.

Maximising your Pension Fund

For high earners, there are plenty of opportunities to fund pensions, despite the current Lifetime Allowance of £1,030,000.

Planning your Retirement

Helping you to plan for your retirement is a large part of our business.

Nearing Retirement

When approaching this life stage, the right type of advice can make a huge difference.

Self-Invested Pension Plan

Self-Invested Pension Plans (SIPPs) give a much greater range of investment options than most traditional pension plans.

Employed

Planning your retirement with us puts you in control, so that you can be confident about your future pension.

Employer

We work closely with employers to ensure they understand the pension requirements for their business.

Self-Employed

Expert and professional advice, which focuses on your requirements, is extremely important when self-employed.

Trustees

We understand the priorities and concerns that face trustees and have a number of solutions that can help.

Retirement Planning

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