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Create a clear path to retirement 

Helping you build a financial plan for the retirement you want.
Talk to our retirement team

Retirement planning can help you turn years of saving into a clear plan for the future. Whether you're building towards retirement, approaching it or already starting to draw income, understanding how your pensions, investments and savings work together is key. We help you bring everything into one place, explore your options and create a plan designed around the lifestyle you want and the people who matter most to you.

Helping you build a financial plan for the retirement you want

Retirement planning can help you turn years of saving into a clear plan for the future. Whether you're building towards retirement, approaching it or already starting to draw income, understanding how your pensions, investments and savings work together is key. We help you bring everything into one place, explore your options and create a plan designed around the lifestyle you want and the people who matter most to you.

We’ll sit down with you to get to know more about you, your aspirations, and long-term goals. This allows us to fully understand your situation and what you’d like to achieve with our support.

The emotional shift

After discussing your situation and needs, our team will ensure your support and advice is designed around achieving your unique retirement goals and ensuring your pension provides your dream lifestyle.

Design a bespoke plan

Once we’ve discussed how you want to reach your financial goals, we’ll fully implement and monitor your retirement plan to ensure it adapts to your needs as they evolve over time.

Implement your retirement plan

Your dedicated financial planner will have full, long-term oversight of your retirement plan, and will be here to discuss any questions you may have about your strategy.

Review your progress regularly

A PeopleFirst service, supported by technology

Your hard work deserves the reward of living the life you’ve always wanted for yourself and your loved ones, with the peace of mind that your financial future has been meticulously planned, understood, and prepared for. 

Our financial MasterPlan technology will be able to do just that, allowing you to discover:

  • When you can afford to retire
  • How long your money will last in retirement
  • What standard of living you can afford in retirement

Why retirement and pension planning matters

Retirement may feel a long way off, but the decisions you make today can have a significant impact on your future financial security. A clear retirement and pension plan can help you understand what you're working towards, make informed decisions about your savings and income, and feel more confident about the future.

Without retirement and pension planning, you could face:

  • uncertainty about when you can afford to retire
  • pensions held in different places with no clear overall strategy
  • not knowing how much income you may need in retirement
  • drawing money too quickly or too cautiously
  • missed opportunities to use pension allowances or tax relief where available
  • less clarity about how your retirement decisions could affect your family or estate

With NFP as your retirement planning partner, we can help you:

  • review your pensions and retirement savings
  • estimate what you may need for the retirement lifestyle you want
  • consider pension contribution and retirement income options
  • understand how your retirement income may change over time
  • plan for family and inheritance considerations where relevant
  • review your plan as your circumstances change

Speak to an adviser

Talk to our retirement team today

Whether you are building your pension, approaching retirement or already drawing income, our retirement team can help you create a clear path to retirement  

Complete the form and a member of our team will be in touch.