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Mackenzie River, Canada

Retirement Planning

Investing for a sustainable income – and a sustainable world

It is never to early to start considering the retirement you want, even if retirement feels like a lifetime away.

It’s a wise idea to take stock of your existing provision, maximise your contributions and monitor any shortfall at any point in your journey – doing so could make all the difference in when and how you can retire.

More and more individuals are considering a blended approach to retirement. Some of us never want to retire in full, some of us want to cease work altogether – and some of us would like to wind down slowly, moving to part time and taking on more meaningful pursuits in our later years.

Stopping paid work can be an intimidating proposition, as can suddenly managing and monitoring a retirement income that needs to last you the remainder of your lifetime.

But we can help – Path will help you build a retirement plan tailored to your changing circumstances, your retirement goals and income need, and centred around your ethics and values, allowing you to concentrate on the more important things.

Retirement Planning

No one-size-fits-all approach – much like your personal values.

Do you choose a secure income, or a more flexible approach? Do you retire early, or keep working? Enjoy spending in the early years or build a legacy for your family?

Whatever your plans are, a Path retirement plan is designed around you and your values, and we’ll work with you on an ongoing basis to help you get there.

Our expert Financial Planners will fully review your needs, including:

  • Aligning your existing pensions and investments to your personal and ethical requirements, investing for long-term positive environmental and social impact
  • Modelling your existing provision and undertaking life ‘What If’ scenarios to accommodate your changing circumstances
  • Helping you understand how much you need to save to achieve the lifestyle you want
  • Monitoring any shortfall between now and when you stop working, and throughout your lifetime
  • Expert financial advice on a sustainable withdrawal strategy and ongoing reassurance throughout your later years

Like all the services we offer, an initial consultation with Path is completely free. We’re keen to explain what we do and how we can best meet your needs – why not book your free consultation today?

Path Climate Solutions Portfolio: a UK first

Created specifically for customers looking to tackle the climate emergency with their pensions and investments, money invested in the Path Climate Solutions Portfolio is not just aligned with UN Sustainable Development Goals (SDGs), it’s focused on tackling climate change. Learn more

TYF Group Founder and Director Andy Middleton advises governments and business large and small on sustainable strategies. He’s had his own ethical pension for 15 years – so why did he transfer his pension to Path?
Read customer story

Why Diane McCrea moved her pension and ISAs to Path.
Read customer story

Becky and Roy Francomb – grandparents who want their pension to make a difference and help tackle climate change.
Read customer story

RISK WARNING:
As always with investments, your capital is at risk. The value of your investment can go down as well as up, and you may get back less than you invest. This information should not be regarded as financial advice.

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The Path Financial Limited. Registered in England. Company No. 11583740. Registered office address: The Path Financial Limited, Watch Oak, Battle, TN33 0YD.

Authorised and regulated by the Financial Conduct Authority. The Path Financial Limited is entered on the Financial Services Register https://register.fca.org.uk under reference 827270.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

© 2021 The Path Financial Limited. All rights reserved.

Created specifically for customers looking to tackle the climate emergency with their pensions and investments, money invested in the Path Climate Solutions Portfolio is not just aligned with UN Sustainable Development Goals (SDGs), it’s focused on tackling climate change.

The Path Climate Solutions portfolio is the optimal choice for helping to tackle the climate crisis. It’s not just green, but deep green. It’s the best climate solutions tilt to a portfolio, whilst also offering the prospect of superior investment returns.

If you’re interested in finding out more about our Climate Solutions Portfolio, book your free consultation with one of our Financial Planners today.