Save & Invest Financial Planning

Retirement income

Planning retirement income can be one of life’s challenges.  Years of relative certainty end and it is down to you to plan how savings from pension, ISAs, cash and other investments are to be used to meet living expenses and your plans for your retirement years.

Save & Invest has been running retirement income seminars since 1985. Not only have we become skilled and experienced at putting investments together to provide regular income, we understand the continually changing rules around investments and pensions and can explain how they might work for you.

Everyone is different - some people have high levels of guaranteed pension income as a consequence of years of employment, others may have small or large self-funded pensions and have a wide range of new options on how these might be used.  Often people do not need immediate income but want to have a plan for what they may do in the future.  That is why we do not offer off the shelf solutions but help you build your knowledge of the options for you and your family, now and in the years ahead.

Contact us to talk about the challenges and opportunities you are considering.  Our initial consultation is free.

How sustainably focussed is your portfolio or pension plan?

Let us check your portfolio free of charge. Email us to find out how to provide us details of your current portfolio securely or call us on the number below.

Our switchboard 0141 332 8088 is being diverted and answered remotely in normal office hours, while the majority of our team continues to work from home.

Please email us on with general information on yourself and your portfolio.