Pensions

Whether your retirement feels like a distant horizon or it’s fast approaching, having a well-structured pension plan is key.

We guide you through the retirement planning process with personalised strategies focused on your needs and aspirations. Our expertise ensures your pension pathway is both tax-efficient and aligned with your long-term goals.

Our pension services include:
• Pension plan evaluations and health checks
• Clear insights on tax-efficient retirement savings vehicles
• Tailored retirement funding strategies
• Managing risk and helping to secure income for peace of mind
• Holistic advice integrating pensions with other financial considerations

Early in your savings journey? We’ll walk you through the pension landscape—explaining options, pitfalls to avoid, and building a retirement strategy tailored to your career stage.

Already have pension provisions? We can review your current arrangements to see if they are working as hard as they should be.

Your retirement deserves the same dedication and clarity you apply to your working life. Let us help you grow, adapt, and protect your pension, so you can look forward to the future with confidence.

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

Got a question?

Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.