Help me plan for my life
We can advise you on your current situation and work with you to achieve your financial goals.
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Enjoying your retirement
When you retire, you want to be sure that you have enough income to make the most of these years. And that means making some important decisions. Our Financial Planning Managers can help guide you through this process, and advise you on ways to ensure your income lasts the whole of your retirement.
You may consider taking a tax-free lump sum from your pensions savings to pay off an outstanding debt, like a mortgage. You could compare your pension provider’s annuity with others available to see if you might be better off. You may choose to continue investing in your pension fund, or look at other ways to secure a guaranteed income.
We can talk you through the options available, and help find the right ones for you. So you can start enjoying your retirement.
Relevant products & services
We have a range of financial solutions available that have been designed to help you realise your plans.
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Self Invested Personal Pension (SIPP)
Annuities
Why Barclays Financial Planning?
With financial planning you'll get expert insights and professional advice to help you make the right decisions.
Meet us to discuss your future
Our Financial Planning Managers are here to help you.
Call 0800 587 2024*
to book an appointment
Request a call back
at a time that suits you
Knowledge centre
Keep up-to-date with the latest financial news and views, use our interactive tools and find out how others have planned their financial futures.


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