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Reaching retirement
It might still seem an age away but if you're close to retirement, it's vital you take a close look at your finances. Bank of Scotland Investment Service can help you try and achieve the income levels you need to match the lifestyle you want in retirement.
And never think you've left it too late. There are many last minute options available to help improve your prospects once you've left your salary behind. In fact, thanks to changes in pensions legislation in 2004, your options are far more varied than they were in the past:
- What next? Annuities or income drawdown;
- Tax-free lump sum - investment of retirement benefits;
- Taking pension benefits and continuing employment.
Why not phone us to arrange an appointment with a Client Manager and see how we can help, or alternatively e-mail us and we'll call you back.
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.
Who can join?
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.
Contact us
To take advantage of the benefits of our Investment Service, simply call us, or e-mail us today.
0870 121 4899
