With life expectancy ever increasing for both males and females*, it is becoming more important to ensure you've planned for the income you'll receive in retirement.
To aim to maintain your lifestyle, you need to make certain you have the right plans in place. And as making arrangements for retirement can be complex, it's essential you seek professional advice.
Whether you need to plan from scratch or would simply like to review your existing arrangements, our Client Managers are experts in this area. They will provide specialist advice, assess this against your goals and attitude toward investment risk and recommend suitable products.
Why not phone us to arrange an appointment with a Client Manager and see how we can help, or alternatively e-mail us?
Advice that we give is based on our own products and on a selection of those from other providers we trust. The value of the money you invest is not guaranteed, it will go down as well as up, and you may get back less than you invested.
*'Life expectancy stands at 78 for males and 82 for females in 2009, compared with 71 for males and 77 for females in 1982'. (Government Actuary Website August 2009 - www.gad.gov.uk/ )
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