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What did Adam do?

We know planning for retirement is important which is why we'd like to share Adam's story with you..

"As someone who lives a fairly comfortable life, I’ve always wondered whether I was doing enough to secure my lifestyle after I finished working. I’ve spent my entire career in the private sector too, so I’ve always had that in the back of my head – ‘If I want to keep the same lifestyle in retirement, it’s up to me to sort it out’, I always thought.

So over the past 10 years I’ve taken quite a proactive approach to planning the future I thought I’d be happy with. I’ve paid into pension schemes through my employer at a good level, and have been paying a proportion of my income into a nest egg to draw from later. There was always the nagging feeling that I could’ve been doing more, though.

So I called on Lloyds Bank to help me protect my family’s lifestyle even further. They were fantastic, and gave me the invaluable personal advice and guidance on what should be done with the income from my remaining years at work – including talking me through the pension options that may benefit me most in retirement. Looking forward, no one knows what’s going to happen in life, but at least I know what’s going on with my finances."

 

How we can help you

Like Adam, you could be eligible for financial advice. The Personal Financial Advice Service is open to those with a minimum of £100,000 in savings, investment, and/or personal pensions, or a sole annual income of at least £100,000.

Before any services or products are provided to you we will explain what advice we can give and what products and services this covers, and any advice or product charges that apply and agree these with you.

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We have anonymised the name and detail of the customer featured but this is indicative of a real life story.

The examples were prepared as at March 2017 and may not accurately reflect the advice, services and/or products which would be provided after this date. The examples should not be relied upon when considering your own circumstances and financial arrangements. Financial advice based on your own circumstances should be obtained where appropriate.opens in a new window.