Managing your finances in retirement

You’ve worked hard – now it’s time to enjoy retirement.

You’ve made it to retirement. Finally, you have the freedom to do the things you’ve always wanted—travel the world, spend time with family, take up a new hobby.

Our specialist financial advisers can help you create a plan that aims to ensure you feel financially confident in retirement, so you can live life on your terms while being prepared for whatever the future holds.

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Schroders Personal Wealth has been excellent in helping with my various pension pots and retirement financial planning. Simon was excellent in explaining everything and at no point pushed products. The ongoing meetings and support annually is reassuring too.

How we can help

We offer various options for managing your life in retirement. Everyone’s needs are different. We’re here to help you find the right approach for your specific circumstances.

Investing for income in retirement

If you want to generate as much income as possible from investments, while making sure enough remains in your pension pot there are various income-producing products we can recommend.

Annuities

An annuity, pays you a regular income. We can advise you on how often to receive payments and whether they should be fixed or increase over time.

SIPPs

Self-Invested Personal Pensions (SIPPs) offer a flexible, tax-efficient way to keep your money invested (and hopefully growing), while also allowing you to withdraw an income to support your lifestyle. Our advisers can help you structure your SIPP to best suit your needs.