Skip to main content

Pensions and retirement planning

With so many options for how you save and how to take your retirement income, making a pension plan can be complicated. That’s why we’re partnered with Wren Sterling, to bring our customers advice on their retirement planning. 

What is retirement planning?

Retirement financial advice can help you make the most of your pension savings for the retirement you deserve. Retirement planning with a Financial Planner about your pension savings while you’re still saving can help you make the most of your pensions. If you leave it until you’re ready to retire – it may be too late to get the kind of retirement you want.

Why get retirement planning

Any decisions you make about retirement will affect your future income, so it’s essential to make the right decisions with your money. Wren Sterling’s financial advisers can help you answer questions like:

  • When should I start planning for retirement?
  • How much should I set aside?
  • How should I structure my retirement planning?
  • How much will I have in retirement?

Wren Sterling recommend talking to a financial planner about your pension while you’re still saving for retirement. This gives your assets plenty of time to grow. If you leave it until you’re ready to retire – it may be too late to get the kind of retirement you want.

Benefits of retirement planning

Get a tailored plan

Make the most of your assets, including your pension. Wren Sterling can help you plan for the retirement you want, designed around your current situation and retirement goals.

Peace of mind

Take control of your planning with a local Financial Planner and feel confident making financial decisions.

Solving the complex

No one knows what’s ahead. Wren Sterling can help those with more complex financial planning needs, like high net worth individuals, or those facing life after divorce.

Please note that this article is for information only and does not constitute advice.

A pension is a long-term investment not normally accessible until age 55 (57 from April 2028 unless the plan has a protected pension age). The value of your investments (and any income from them) can go down as well as up which would have an impact on the level of pension benefits available.

Wren Sterling is a partner of Saffron Building Society for the purpose of investments, pensions, protection, mortgages, and general insurance. Saffron Building Society may receive a commission or other monetary payment for making this introduction.

Saffron Building Society is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (Financial Services Register no. 100015) except for Commercial and Investment Buy to Let Mortgages. Registered office: Saffron House, 1a Market Street, Saffron Walden, Essex CB10 1HX.

A pension is a long-term investment not normally accessible until age 55 (57 from April 2028 unless the plan has a protected pension age). The value of your investments (and any income from them) can go down as well as up which would have an impact on the level of pension benefits available.