Retirement

Financial security in later life lies at the heart of most financial plans. Knowing you’re going to be able to live a life you love once you give up the Day Job brings with it a sense of freedom.

We can help you achieve that.

Rigorous retirement planning will:

Identify when you want to ease off
Define how much income you will need in later life
Set out possible sources of income
Clarify how much you need to save
Work out the best way to do this
Constantly monitor whether you are on track

Complex rules can impact upon:

How much you can save in a pension each year
How much you should accumulate in a pension
The way in which you should take money out of a pension
When you decide to access funds in a pension
How your pension may form part of your estate planning
The options open to anyone inheriting your pension

Balanced Approach

Your investment planning and retirement goals should reflect your aspirations, but you also need to consider balancing these with your inheritance and legacy objectives.

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.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are dependent on individual circumstances.

Get this right and you’ll put yourself in control of your future. You’ll be able to put your feet up, relax and enjoy your retirement…if that’s what you want to do in later life. You may not: ask Warren Buffet!

The Garrulous Jay

The Partner together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner’s Privacy Policy or the St. James’s Place Privacy Policy.

George Shippam Financial Planning is a trading name of George Shippam Financial Planning Ltd. George Shippam Financial Planning Ltd is registered in England and Wales.

Company Number: 11241588

Registered address: 7 The Close, Norwich, Norfolk, United Kingdom, NR1 4DJ

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The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at www.sjp.co.uk/products. The `St. James’s Place Partnership’ and the titles `Partner’ and `Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

The Garrulous Jay

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