At Saga Investment Services our investment accounts offer exceptional value. Whether you’re looking for an ISA, a SIPP or an Investment Account, you’ll find ours cost-effective and refreshingly simple to set up and run. And whether you want us to manage your investments for you or you’d rather do it yourself, we’re confident you won’t find a better service, or more for your money, anywhere else.FIND OUT MORE
Financial decision-making doesn’t stop when you’re in retirement. If you’ve reached this stage of life, you don’t need us to tell you that. But what we can do is help you to continue making the best financial decisions so you can live your life to the full and prepare for the years ahead.
How can you get an income from your investments?
Watch this short video to find out which types of investments could give you a regular income at a time when bank interest rates are at an all-time low. We look at bonds and shares and introduce you to the simpler option of investing for income in funds.
Investments can take on a new role in retirement, providing you with money to live your life. You may get this through selling investments over time or by putting your money into investments that will generate an income for you – however you do it, the key is to make sure you’ve got good quality investments that have the potential to do well over time and that you’re not paying over the odds for these.
Can we help you get a better deal on your investments?
Could a financial planner help you?
A financial planner can help you work out what your financial goals are and then put in place a plan to help you achieve them. For example, a financial planner could help you with a specific goal, such as making sure you have enough income in retirement or covering the cost of a grandchild’s education. They can also create a plan that takes into account every aspect of your financial life.
Would you benefit from financial planning? We have a big team of financial planners across the UK who can provide all the expert financial advice you need. We can meet you face to face or, if you’d prefer, we’ll give you a call.
*Fees may apply if you choose to leave Saga Investment Services.
**Before you transfer a pension, you should ask yourself: Will you be penalised by your current pension provider if you transfer? Do you have an occupational final salary pension? (in which case it is unlikely that you would be better off by transferring). Have you thought about your current charges? (a new plan may be more expensive, especially if you have a stakeholder pension).