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Managing your retirement income

in partnership with Schroders Personal Wealth

Expert wealth management advice could help you to create a strategy for generating retirement income to achieve the lifestyle you’re looking for.

Through our partnership with Schroders Personal Wealth, you can access expert guidance on planning your annuities, when to withdraw income from your pension and how to grow your pension pot

You could benefit from wealth management services if you have:

  • £100,000 of sole or joint savings, investments and/or personal pensions; and/or:
  • You earn £100,000 or more a year of sole income.

Fees/Charges will apply if you take out a financial plan, product or service.

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.

Book an appointmentBook an appointment

Why pay for help with planning your retirement income?

Retirement income advice can help ensure you make the right decisions when it comes to pensions, investments and savings.

A wealth adviser can help make sure your retirement income is flexible and adaptable to your changing personal circumstances.

Ongoing support from an experienced wealth adviser can:

  • Offer advice and regular updates on your investments.
  • Provide a strategy for withdrawing your retirement income.
  • Adapt your retirement plan according to your circumstances.

David Jones, Personal Wealth Adviser at Schroders Personal Wealth

“Managing your money in retirement doesn’t need to be difficult. Get expert advice to help plan your income as you enter your golden years.”

Watch this short video to see how Schroders Personal Wealth can work with you towards your financial goals.

Let's talk

Book an appointment

We’ll ask you for a few details and get that 15 minute chat all set up.

Or call us now

On 0345 366 2729 or +44 (0) 113 9628. Lines are open Monday to Friday 9am to 5pm (Tuesday and Thursday until 7pm) and Saturday 9am to 1pm. Excludes bank holidays. Calls may be monitored and/or recorded. Call costs may vary depending on your service provider.

Halifax is a division of Bank of Scotland plc. Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh EH1 1YZ. Bank of Scotland plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 169628.

Schroders Personal Wealth is a trading name of Scottish Widows Schroder Personal Wealth Limited.