Destination Retirement

What we say

• Destination Retirement is a trading name of HUB Financial Solutions, retirement specialists in the UK and part of Just Group plc.
• Destination Retirement is a retirement planning and advice service. It supports you with understanding how much money you’ll need to enjoy the retirement you want.
• The Retirement Planner allows you to create a free, personalised retirement plan that helps you see when you could retire and what lifestyle you could afford. It produces an interactive report that forecasts whether your retirement plan might be affordable. You can then adjust your savings, lifestyle and timescales to create a plan that works for you.
• You can speak with one of the UK-based Retirement Specialists at every step of the way, helping you understand your retirement options and work out the right plan for you.
• If you choose to put your retirement plan into action, Destination Retirement offers a fully regulated Retirement Income Advice service. You’ll receive a recommendation and investment suitability report which helps ensure you don’t make costly tax planning mistakes or run out of money.
• There’s no upfront cost to use the Retirement Income Advice service, there’s only an annual ongoing fee which is a maximum of 1.04% of the invested assets. This fee includes an ongoing advice fee, as well as platform and fund management charges (see table below).
• Any annuity purchase will attract a separate arrangement fee of 2% of the annuity purchase price. This is a one-off fee with no ongoing charge (see table below).
• As with any investment, your capital is at risk. This means that your investments may go down as well as up and you may get back less than you invest.

Fees and charges

Examples:

£10,000 portfolio: £104 annual ongoing charge

£100,000 portfolio: £1,040 annual ongoing charge

Customer reviews

Your opinion matters!
Leave a review for Destination Retirement

RATE PROVIDER