Retirement planning

We’re here to support you with every stage of your retirement planning journey, preparing for the future you want and building a robust and flexible plan to help you get there.

Plan well so you can live well, now and in retirement

Retirement means different things to different people. From ceasing work completely, to transitioning into a new role or starting up a passion project, there’s no one-size-fits-all approach. That’s why it’s so important that your retirement plan is tailored to you.

Our financial planners take the time to get to know you, understand your life goals and create a plan that will help provide you with the funds to make them a reality.

Saving for retirement

Build strong foundations for the future you want.

Starting early gives you more flexibility, but it’s never too late to take control of your financial future. We’ll help you build a plan that supports your goals as they evolve over the years ahead.

How to save for retirement

Preparing for retirement

Stay on track as you approach your next chapter.

As retirement nears, it’s important to review your investments and strike the right balance between growth, income and risk. We’ll help you move forward with clarity and peace of mind.

How to prepare for retirement

Life in retirement

Make the most of your money, and your time.

We’ll help you manage withdrawals, plan for inflation, and shape your legacy – supporting your lifestyle and goals for a comfortable and confident retirement.

How to enjoy retirement

What our clients say about our service

Your retirement planning journey starts today

 
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If you need immediate assistance, please don't hesitate to call our Helpdesk at 0800 151 3355. We're available Monday to Friday, from 8am to 6pm (excluding bank holidays), and we're here to help with any questions or issues you may have.

If you're interested in registering for MyRathbones, please reach out to your investment manager directly or read more about the platform here.


If you are an existing client, please contact your investment manager or financial planner directly to address your query or visit ⁠our people page to find their details.

 

Retirement planning insights