As a retired Partner, it will be important to review your existing investments regularly.
This will establish whether they continue to meet your needs.
Retirement and decumulation services are a large part of our business. They’re amongst the most important services we provide, and we will work tirelessly to ensure that when it comes to your retirement, we have you covered.
We will work closely with you and continue to meet on a regular basis in order to identify those things that are important to you and help you to make the right decisions.
Additionally, we work with a carefully selected panel of providers who’ll be on hand to work with you, ensuring everything is moving smoothly in the right direction.
We offer the following range of products:
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
If you would like to speak to us about a particular issue or wish to find out more about the specialist advice services we offer for partners, please get in touch.