Empowering you to take control of your dream retirement
After a lengthy career, you’ve earned the right to be able to secure and enjoy the best retirement for you and your loved ones. However, while retirement is widely considered as something to look forward to, we appreciate that the preparation involved, the importance of each and every decision, the complexity of pensions, and how to access pensions effectively can make the transition a daunting thought for many.
Simon Thorpe
Head of Retirement Planning
Providing clarity to help you achieve your financial goals
At NFP, our retirement support isn’t about assuming we know best and taking over. Through bespoke strategies and specialist advice, our experienced financial planners empower you with the tools, knowledge, and data to help you make key decisions, reach your financial goals, and grasp your dream retirement with both hands.
What can you expect from our retirement specialists?
There’s a lot to think about when developing and implementing a bespoke financial protection strategy. Our retirement team put you and your goals at the heart, giving you a personal service that makes protecting your family and financial legacy simple and hassle-free.
Understand
We’ll sit down with you to get to know more about you, your aspirations, and long-term goals. This allows us to fully understand your situation and what you’d like to achieve with our support.
Design
After discussing your situation and needs, our team will ensure your support and advice is designed around achieving your unique retirement goals and ensuring your pension provides your dream lifestyle.
Implement
Once we’ve discussed how you want to reach your financial goals, we’ll fully implement and monitor your retirement plan to ensure it adapts to your needs as they evolve over time.
Review
Your dedicated financial planner will have full, long-term oversight of your retirement plan, and will be here to discuss any questions you may have about your strategy.
A PeopleFirst service, supported by technology
Your hard work deserves the reward of living the life you’ve always wanted for yourself and your loved ones, with the peace of mind that your financial future has been meticulously planned, understood, and prepared for. Our financial MasterPlan technology will be able to do just that, allowing you to discover:
• When you can afford to retire
• How long your money will last in retirement
• What standard of living you can afford in retirement
Request a chat with one of our retirement specialists
To see how we can help you take control of your investments and your future, request a chat with one of our financial planners.