Savings and investments
Striking a balance between growth, income and risk
Whilst nothing is as tax efficient as a pension, retirement planning is about much more than simply maximising your tax benefits through pensions and ISA's. Why not consider the opportunities for growth offered by investment funds and low risk savings accounts?
About saving and investing for retirement
The range of savings and investment products means you can develop a broad strategy you're comfortable with.
Savings
Savings accounts offer a low risk way to increase your pension pot and boost the retirement income you get from other sources. ISAs have the added advantage of tax-free interest.
Fixed term investments
With fixed term investments you tap into the higher potential returns of investments based on the performance of companies, stock markets and indices. Many offer full or part protection for your capital as long you don't take your cash out early.
Open ended investments
With open ended investments you can invest for any period of time and take your money out whenever you like, without penalty.
Child Trust Funds
Child Trust Funds are a tax efficient way to get your children or grandchildren onto the first rung of the savings ladder.
Get in touch
We’re here to help you cut through the complexities of retirement.
Contact us today for an appointment with one of our Financial Planning Managers.
Call us on
0800 051 1868*
*Minicom 0800 404 6161. Lines are open: Mon to Thurs 8am-8pm, Fri 8am-6pm,
Sat 9am-5pm (excl. public holidays).
Calls may be recorded
Glossary
Still struggling with retirement planning jargon? Check out those tricky terms with our glossary.