Pension planning advice

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Using expert advice to help plan your pension could help you to achieve greater financial freedom when you decide to stop working.

Through our partnership with Schroders Personal Wealth, you could access expertise and advice on planning your pension. 

Expert advice can help you to:

  • Start a pension.
  • Consolidate your existing pension plans.
  • Review the role of your wider savings and investments.
  • Set an appropriate risk/return profile for any investments made.
Customer testimonials

Customer testimonials

See how these two customers are taking control of their finances, now and for the long term.

Pensions are a long-term investment. The retirement benefits you receive from your pension account will depend on a number of factors including the value of your account when you decide to take your benefits which isn't guaranteed and can go down as well as up. The value of your account could fall below the amount(s) paid in.

Through our partnership with Schroders Personal Wealth, we want to give more of our customers access to financial and investment expertise, to help give you the chance to choose what your financial future looks like.

If you have at least £100,000 in sole annual income, or £100,000 spread across sole or joint savings, investments and personal pensions, they could help you.

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Fees/Charges will apply if you take out a product or service.

Why seek pension advice?

Ongoing pensions advice from a wealth adviser could help you navigate the investments, savings and financial products you may need to ensure a comfortable retirement.

What you'll get with ongoing support

When you choose ongoing pension management services from Schroder Personal Wealth, you'll benefit from:

  • Professional service from a dedicated wealth adviser.
  • Regular expert reviews of your pension plan
  • Personal advice in case your  circumstances change.


Regular expert reviews of your pension plan

Your pension plan will include recommendations around how much to save, which financial products may be best and where to invest.

A wealth advisor will explain all the services, fees and charges you may pay - including those from third-party products.

Your adviser will present a personalised pension plan. If you're happy to proceed, your plan will be implemented.

Book an appointment with Schroders Personal Wealth

Call 0808 167 4243 to discover how Schroders Personal Wealth can help with pension planning advice.

Lines are open Monday to Friday, 9am–6pm and Saturday 9am – 1pm, excluding bank holidays.  

Calls may be monitored and/or recorded. Call costs may vary depending on your service provider.

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Important legal information

Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 2065. Lloyds Bank plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 119278.

Schroders Personal Wealth is a trading name of Scottish Widows Schroder Personal Wealth Limited.