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…

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Download our 5 step guide to retirement and pension planning

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Investment Performance

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Investment Performance: Balanced Portfolios

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assets under management

20

years working with clients

200+

employees

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client retention rate

£4.5bn+

assets under management

20

years working with clients

200+

employees

98%

client retention rate

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