A retirement planning service delivering dignity, independence, and a meaningful legacy to your loved ones.
Imagine retirement without the fear of ever running out of money.
A dignified life. One of financial independence.
The ability to travel, socialise, and spend time with your family, without having to look over your financial shoulder.
A retirement plan that leaves your family and loved ones with the legacy you’ve worked so hard to secure.
A structured plan that gives you control and confidence over the important decisions you need to make prior to and during your retirement.
What a dream retirement that would be!
Our SmartRetire® proposition provides you with a life-long retirement and lifestyle planning service, engineered to give you control and confidence over the important decisions you need to make prior to and during your retirement.
Your SmartRetire® journey is overseen by a Chartered Financial Planner, and begins with a detailed examination of your unique personal situation.
Here we will talk through areas including your income and capital needs now and in the future, your lifestyle ambitions, your family and legacy ideals, and thoughts on your later life expectations.
Your SmartRetire® plan will include, amongst many things, a personalised retirement income plan recommendation that demonstrates how best to secure a life-long income that maintains its purchasing power and then outlives you.
SmartRetire® will also cover every other aspect of retirement planning, including estate planning, inheritance tax mitigation, and, where appropriate, care fee planning scenarios, which may lay ahead for all of us.