Already retired

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.

Can we help you get a better deal on your investments?

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.

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How can we help?

Our service has everything you need to make the most of your pensions and investments now you’re in retirement. Get in touch to find out how we can help you.

Important information

*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).