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For Retirees

For so many people, retirement is a time to look forward to. A period of your life when you have the time to do all the things you always wanted to. But achieving that dream takes planning and preparation – whether you’re almost there or already retired.

While certain things – like inflation and taxation – are beyond your control, there’s plenty you can do to make sure your finances are in better shape towards meeting your objectives – whether that’s to maintain the lifestyle you want to enjoy in retirement or provide for your heirs.

Home > Who We Help > Retirees

Our Approach

We have a great deal of experience in helping clients improve their personal arrangements for this stage in their life. The most common concerns we address include:

  • Aiming to increase income from capital even when interest rates are lower
  • Helping to safeguard against potential inflation
  • Helping to provide a consistent, tax-efficient income
  • Choosing whether to take an annuity or drawdown from pensions
  • Gifting to grandchildren

If you have any of the above concerns or any others regarding your retirement, our experts can help. To get their advice, simply contact Franklyn today.

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.

An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society.

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For further information on our uses of your personal data, please see the Practice’s Privacy Policy or the St. James's Place Privacy Policy. Where you are providing us with personal data about another individual, you will inform them that you are providing their information to us, and refer them to St. James's Place Wealth Management Plc's privacy notice available at www.sjp.co.uk