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How much do you need to retire and more...

Download our 5 step guide to retirement and pension planning

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Our retirement guide includes:

The income needed for a ‘comfortable’ retirement

  • a pension plan that suits you
  • retirement and pension research and what it reveals

How much you need to retire

  • the famous 4% rule
  • making use of cash flow planning

How to generate a 72% risk-free return

  • making the most of your pension
  • salary sacrifice

Tax-efficient investing in retirement

  • using tax wrappers to reduce the tax you pay in retirement
  • remaining a basic rate tax payer in retirement with a high income level

The importance of having a plan

  • avoiding common mistakes
  • having clear financial objectives

Planning for your retirement can feel like a challenge. At Saltus, we help you retire with confidence…

Download our 5 step guide to retirement and pension planning

Unlock Guide

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Wealth Management Company of the Year (£10bn+ AUM)

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Best Financial Advisers to Work For

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Best Wealth Manager

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Investment Performance: Defensive (Balanced) Portfolios

Winner

Wealth Management Company of the Year (£10bn+ AUM)

Winner

Best Financial Advisers to Work For

Winner

Best Wealth Manager

Winner

Investment Performance: Defensive (Balanced) Portfolios

£11.2bn+

assets under advice

20

years working with clients

500+

employees

32

financial awards

97%

client retention rate

£11.2bn+

assets under advice

20

years working with clients

500+

employees

32

financial awards

97%

client retention rate

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