Retirement Income Planning
Barclays has the expertise, experience and specialist knowledge to help you maximise your income potential and invest for income generation.
We can help you develop an investment strategy for retirement income generation, execute the transactions necessary and ensure that you remain on track - so that if your situation changes, your income arrangements change too.
As part of our service, we take into account crucial factors such as:
- Your income sources, tax rates and allowances
- Your financial goals
- Your immediate and ongoing income requirements
- Education costs for your children or grandchildren
- Current or anticipated care fees
- The amount you believe you’ll need to fund your retirement.
Learn more about some of the products you can use when planning your income:
Learn more about retirement income planning
To learn more about how Barclays could help you, please contact us and we'll be in touch as soon as possible.
Tax treatment will depend on an individual's personal circumstances and may change in the future. Barclays does not provide tax advice. If in doubt we recommend you obtain your own independent tax and legal advice tailored to your individual circumstances.
Barclays offers wealth and investment management products and services to its clients through Barclays Bank PLC and its subsidiary companies. For further information on these companies and Barclays please read the Important Information. Each Barclays company reserves the right to make a final determination on whether or not you are eligible for any particular product or service.