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Advice for managing your retirement income

Managing your retirement income can help make sure you have enough money to enjoy the next stage of your life in financial comfort.

Recieveing expert advice about managing your retirement income can help you:

 
  • Establish your strategy for retirement.
  • Plan when and how much income to take from your pension.
  • Set an appropriate risk/return profile for any investments or financial products.

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.

Customer testimonials

Customer testimonials

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

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.

To benefit from the expertise of Schroders Personal Wealth, you will need to have at least:

  • £100,000 of sole/joint savings, investments and/or personal pensions; and/or
  • £100,000 of sole annual income.
     

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

Why take advice to manage your retirement income

 

Your own specialist adviser

If you decide to proceed with wealth management advice from Schroders Personal Wealth, you'll be matched with a wealth adviser to help guide your retirement planning.

The adviser will support you every step of the way, from investing your assets to helping you try to achieve a stronger retirement income.

Guide you through financial turbulence

Investements and pensions can be affected by external factors. Through our partnership with Schroders Personal Wealth, experienced advisers can help ensure your plans are agile and prepared for any market turbulence. Day-to-day portfolio management is managed by the investment team within Schroders Personal Wealth.

Book an appointment with Schroders Personal Wealth

Call 0345 366 2725 or +44 207 481 2138. to discover how Schroders Personal Wealth can help with managing your retirement income.

Lines are open Monday to Friday from 09:00 to 17:00 (Tuesday and Thursday until 19:00) and Saturday from 09:00 to 13:00. Excluding Bank Holidays.

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

Book an appointment

David Parry, Personal Wealth Adviser, Bristol

“It’s important to look ahead to your retirement income and to know how much you’ll need to enjoy the lifestyle you’re looking for. Advice and management can help you understand your options and could mean your money goes further.”

Advice for managing your retirement income | Lloyds Bank

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