Worried about your retirement income?
Personal advice could help you plan for your future
There are times in life when you need help from a professional. When it comes to something as vital as your financial future, seeking help with your plans could make a difference.
Perhaps you know what you want to achieve in years to come, but you are unsure how to go about it. Rather than attempt to develop a plan for yourself, it could prove worthwhile speaking to a financial adviser. They can help devise the right strategy for you and give you the extra support you need.
Customer case study
Retirees Brian and Valerie Pattila, from Lancashire, were keen to put plans in place for their retirement. After already holding a savings account with Mail Finance’s trusted financial advice partners, Skipton Building Society, they turned to them for help with their investments over twenty years ago. “We decided to seek financial advice through Skipton when I became redundant”, explained Brian. “We had quite a bit of savings, and the mortgage was paid off through an endowment policy, so we had a bit left over.” Brian continued, “We needed advice as we wanted to invest and receive an income in the future. Our adviser came to see us at home and gave us some advice, which was a great help at the time, and still is.” Skipton provide face-to-face financial advice at your home or wherever is most convenient. You can review your savings, investments and pensions with your nearest financial adviser. Tell them about your situation and what you are hoping to achieve in the future, and they will look at personalised recommendations for you to consider. The couple appreciate the advice they have received from Skipton over the years, which has particularly helped to enhance their lifestyle in retirement. “He is very thorough when he comes to see us. The advice we have received has certainly made retirement easier for us.” Since investing through Skipton, they have maintained a strong relationship with their adviser, with Brian commenting; “We treat him as a family friend, he is great.” “He is always available whenever we need him and he is very thorough when he comes to see us. He goes over everything in great detail. “The advice we have received has certainly made retirement easier for us.”
Always kept in the loop
Not only do the Pattilas value the advice and support from their adviser, they appreciate the ongoing service which Skipton offer, called Monitored Informed Investing ( MII).
MII provides a range of additional benefits in return for an annual charge, which ensures Skipton are with them throughout their investment journey. One of the benefits offered through
MII is that Skipton will regularly monitor your investments, and update you on their performance through quarterly and annual reports. Although Brian is