Planning for retirement guide

Many people approach retirement with little or no idea how much money they will need or the best way to take an income. Our advisers can give you the answers and show you whether you are on track – then create a plan to help you get there. Whatever you want from retirement, one thing is certain – to give you the retirement you want and deserve, you need to plan ahead.

Get a taste of our full guide to planning for retirement, by downloading a sample of the document below.

Guide sample: Planning for retirement

Included in the full guide

  • The importance of investing – and making the right choices.
  • ISAs, SIPPs, funds and how they can work as part of your strategy.
  • How to set a realistic target for your retirement age and how to make it happen.
  • Annual and lifetime allowances.
  • How the new rules on drawdown affect you.
  • Your income choices at retirement.
Download the full free guide

By downloading the report you agree to Close Brothers Asset Management contacting you by phone or email with information regarding education and financial planning services.

We will not pass your information on to any third party companies. If you change your mind, you can unsubscribe by emailing cbammarketing@closebrothers.com.

For further information regarding how we may use your data, please see our privacy policy.

Can we help?

If you'd prefer to speak to someone directly or have any questions, please get in touch.

Call us on
0800 588 4064

Lines are open
9:00am - 5:00pm, Monday to Friday (excluding UK bank holidays)

!

Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.