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Retirement Planning Service
Retirement Planning Service

Increasing numbers of people are uncertain as to the best way to plan for retirement, and are confused by the wide range of options open to them. With today's workforce increasingly mobile, many people also have schemes from former employments about which they know very little.

The Retirement Planning Service is designed for these people, and those who want to better understand what their current arrangements will give them when they retire. Inscape's approach to this subject is refreshingly different!

Firstly you'll sit down with a Pensions Specialist, who will seek to understand your retirement aims, and with whom you can discuss any concerns you have.

We will then take details of your existing arrangements, and obtain up to date information about them for you.

Estate Planning

The Specialist will then prepare a full report on your existing arrangements and meet with you again to run through the report. They will advise you on whether you are on course to meet your retirement goals or not, and will also point out any discrepancies between your retirement plans, and the arrangements you already have.

You will be given the opportunity to ask questions about the report, and can discuss any areas of concern with the Specialist.

The fee for the pension review service will depend on the complexity of your existing pension arrangements and will start at £150 plus VAT - A full breakdown of fees are available on request.


If you would like more information about this service please phone our Client Services team on 0845 605 4400. Or we can call you click here.



 
 
   
Santander Portfolio Management UK Limited is a wholly owned subsidiary of Santander Asset Management UK Holdings Limited. Registered in England No.3839455 at: Abbey National House, 2 Triton Square, Regent 's  Place, London, NW1 3AN, United Kingdom. Telephone 0845 60 55 600 calls may be recorded or monitored. Authorised and regulated by the Financial Services Authority for the provision of investment management services.

Abbey National plc advises on mortgages, a limited range of life assurance, pension and collective investment scheme products and acts as an insurance intermediary for general insurance.