The knowledge that you can look forward to a retirement with sufficient provision in place is something that we all want. That's why our 'Pension Review' service could mean the difference between the retirement you'd always hoped for and disappointment.
Do you know the answers?
If you are unsure on any of these points you should take the time to have a 'Pension Review'.
Have a one-to-one review with an expert
We offer a no-obligation, face-to-face 'Pension Review' at a time and place convenient to you.
Your dedicated Client Manager will undertake a thorough analysis of your current pension provision - be it in the form of existing pension arrangements, investments, property or anticipated inheritance - in order to predict its worth. They will then work with you to optimise your arrangements with the aim of ensuring your retirement goals are met.
Arrange a Bank of Scotland Investment Service 'Pension Review' and benefit from advice based on our own products and a selection from other providers. It should help you gain a much clearer perspective of what you can expect from your retirement.
Our clients generally earn £50,000 a year or more, or have complex investment, retirement, inheritance tax or business planning requirements.
If you have more basic financial planning requirements please visit the Bank of Scotland website.
To take advantage of the benefits of our Investment Service, simply call us, or e-mail us today.
0870 121 4899
