Retirement Planning

Regardless of the life stage you have arrived at, it is important to receive expert and professional advice on your pension plans and requirements.

Whether you need to set up or review existing retirement planning strategies, for you or your employees, St. James's Place has ways to help you make the most of your retirement opportunities.


  1. employed

    Employed

    At St. James's Place we have a range of retirement plans to help provide for your retirement, no matter what stage of planning you are at.

  2. employer

    Employer

    Pension legislation and the way benefits are provided have changed so much over recent years that many employers feel that they are no longer in total control of this important employee benefit.

  3. self employed

    Self-employed

    As a self-employed person, you are not able to join occupational pension schemes nor able to benefit from Automatic Enrolment.

  4. trustees

    Trustees

    Running a defined benefit scheme is a complicated, time-consuming and often expensive process.

  5. nearing retirement

    Nearing Retirement

    In retirement your income from employment or self-employment may be replaced by an income from an annuity.

  6. maximising pension fund

    Maximising your Pension Plan

    For high earners, there are plenty of opportunities to fund pensions, despite the current Lifetime Allowance of £1 million.

  7. SIPP

    Self Invested Pension Plan

    Self-Invested Pension Plans (SIPPs) give a much greater range of investment options than those available through most traditional pension plans.

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