Retirement Planning

We all aspire to retire better, to enjoy our retirement years in good health and with enough retirement income to live life on our terms. 

But have you got the right plan in place to do that? 

In September 2021 we held a live webinar with the Scotsman featuring four of our team and hosted by Kim McAllister, from BBC Scotland’s Clever about Cash programme, to help you better understand the options clearly in what can seem a complex web of pensions, savings, investments, cashflow and income drawdown.

We've broken the webinar down into shorter segments below.

Time to talk retirement

Life in 2021 is pretty fast-paced, and it’s easy to ignore your retirement beyond dreaming of what you plan to do with it. Every generation, however, has had to temper their hopes and expectations with the reality of goalposts that always seem to be moving. Stuart Walker delves into the question, "can I afford to retire?".

Watch video here.

Retiring better: top tips to boost your pension pot

With your state pension alone unlikely to meet your aspirational retirement goals, it’s never too late to start planning for the future. Through a series of video webinars, our Wealth team are helping individuals and couples plan for the future, so they can get the retirement they dream of, not just having their bare needs covered. 

Watch video here.

Retirement planning: flexi-access drawdown explained

We’ve more power than ever before about deciding what to do with our pension pots, even before we officially reach retirement age. One of the most common at-retirement questions is around whether to use flexi-access drawdown, take a tax free lump sum, or buy a lifelong annuity. In this video, Rory Brand looks in to which option might be best for you and your individual circumstances.

Watch video here.