Want to speak to our
wealth management experts? Call:
0800 294 7199
or get in touch online.

We are open Mon-Fri, 9am-5pm.

Retirement Planning

The universal truth is the earlier you plan, the wealthier you will be in retirement.

In the modern world, the responsibility of planning for your retirement is yours and yours alone. When you are younger, you will need to consider which retirement saving options are right for you. Then, as retirement looms, your thoughts should turn to what is best for your pension fund. What you need is a plan, and someone to help you make those decisions. That is where we can help.

Retirement planning

The benefits of retirement planning:

  • Your retirement fund is managed by an expert
  • Explore more flexible and modern retirement solutions
  • Maximise your income in retirement with tax efficient solutions

Why use Torquil Clark for retirement planning?

  • Our retirement planning experts identify what you want from your retirement savings and your current situation and put together a plan to help you achieve your goals
  • Our knowledge enables us to explore a wider range of retirement options, including Phased Retirement and Income Drawdown. Having these options available to us allows us to help you plan for a more flexible retirement and one that is right for you.
  • We also administer our own pension called the Torquil Clark SIPP. The SIPP allows you the maximum choice of investments to save for your retirement, including commercial property and company shares.

Things to think about

  • What type of lifestyle do you want in retirement?
  • Do you know how much you have already saved and whom you have saved with?
  • Would you like your plans to benefit you dependents?
  • What are your feelings towards risk? For example, would you prefer low returns with minimal risk, or are you comfortable with short term volatility in return for potentially higher gains?

Wealth management services

As well as retirement planning we also offer, investment, protection and estate planning for a well-rounded financial plan.

Read our blog

The latest industry views and commentary from Torquil Clark's wealth management and employee benefits experts.

Want to speak to our
wealth management experts? Call:
0800 294 7199
or get in touch online.

We are open Mon-Fri, 9am-5pm.