The Retire Confident service is designed to help you stay on track for the retirement you want.  ​The service includes an annual review of your circumstances.

We'll also consider external changes (such astax, interest rates, investment changes, new legislation) and how they impact you. ​

We'll review your retirement options and give you an updated retirement forecast every year.  And we will review your tax position to ensure you are maximising your available allowances in the run up to retirement.

This will cost: £420 per year (there may be an additional £95 charge per year if we are managing more than 2 policies for you).