Retirement isn’t a binary choice. You don’t have to jump from full time work to full time leisure. There’s a whole spectrum in between.
That’s why your decision shouldn’t hinge on one moment, but on what’s realistically possible.
Listen as Ryan Jackson, Rathbones Associate Financial Planning Director shares how planning helps you test different versions of retirement and find the one that fits.
👉 Read the full article through the link in our bio.
🎥 One webinar series. Two sessions. One date.
Choose the session that fits where you are on your retirement journey, or join both.
Preparing for or approaching retirement? Join our webinar titled: 'Designing the retirement that works for you'
➡️Tuesday 16 June | 12:00 - 1:00pm
Already enjoying retirement? Join our webinar titled: 'Staying in control throughout retirement'
➡️Tuesday 16 June | 3:00 - 4:00pm
Register to both or either webinar through our website by using the link in our bio.
Invest well. Live well.
We were delighted to host our latest Exit Masterclass, supporting founders in understanding how to plan and prepare for a successful business exit. Led by Alex Wilson, the session featured an exceptional panel sharing first‑hand insights on exit types, preparation, key advantages, challenges and common pitfalls 🎤
A special thank you to Kevin Byrne OBE, Darren Millington, James Steve, Hannah Younger, Andrew Yates and Julia Langkraehr for their openness and expertise, and to the founders and business owners who joined us.
These events continue to be a valuable opportunity to learn, grow and connect with like‑minded leaders across the business community.
🔗 To join the community and find out more about the programme, please click the link in our bio.
#Founders #ExitMasterclass #BusinessOwners
When you think about the money you’ll use to fund your retirement, there are far more options than just your pension.
From ISAs and general investments to cash savings, rental income and other assets, each source plays a different role, and the mix you build now will shape the income you can rely on in retirement.
In this video, Ed Wood, Rathbones Senior Financial Planner, explains how these income sources fit together and why planning them early can give you a stronger, more sustainable retirement plan.
👉 Explore the full article through the link in our bio.
We’re delighted to share that Investment Director Stephanie Graham was awarded Outstanding Female Team Contributor at the Business Women Scotland - Women in Finance Awards. The awards recognise the achievements of women shaping Scotland’s finance industry.
Many congratulations, Stephanie! 👏
#InvestWellLiveWell
We're delighted to share that at the City of London Wealth Management Awards last week, Senior Investment Director Jane Sydenham was named Commentator of the Year and Head of Diversity & Inclusion Xanic Jones was presented with the Diversity and Inclusion Champion of the Year award.
Congratulations Jane and Xanic! 👏
#InvestWellLiveWell #COLWMA
We’re thrilled to share that Rathbones has been named 𝐖𝐞𝐚𝐥𝐭𝐡 𝐌𝐚𝐧𝐚𝐠𝐞𝐫 𝐨𝐟 𝐭𝐡𝐞 𝐘𝐞𝐚𝐫 at the 2026 @city_am Awards, announced at Guildhall last night. 🎉
The recognition marks another step forward in achieving our ambition – to be the best wealth manager in the UK, by far.
#InvestWellLiveWell
We're proud to be supporting MARS Badminton Horse Trials as sponsors this year 🐎
Our partnership reflects our commitment to supporting events that bring communities together.
With the Rathbones Curve ready on the cross-country course, we're excited to watch it all unfold.
@bhorsetrials
#BadmintonHorseTrials #MARSBadmintonHorseTrials2026
How you take income in retirement can make a meaningful difference to the tax you pay.
Rebecca Williams, Rathbones Financial Planning Divisional Lead, shares how coordinating pensions, ISAs and investments can help your retirement income stretch further, especially with new pension inheritance changes coming in April 2027.
👉 Read more through the link in our bio.
💡 It’s Financial Literacy Month, the perfect time to build confidence with money.
Join one of our free virtual financial awareness courses:
✨ Young Adults (16–25)
📅28 April | ⏰ 6–7.30pm
✨ General (25+)
📅29 April | ⏰ 6–7.30pm
Clear, practical sessions covering the basics of money and investing.
🔗 Sign up via our website through the link in bio.
Early investing or drip feeding?
Listen in as Jane Sydenham, Senior Investment Director at Rathbones, explores what really sits behind the decision of when to invest as we enter a new tax year.
👉 Read more through the link in our bio.
When your life, work and assets span multiple countries, currency exposure, local tax regimes and inheritance laws become increasingly complex and critical to get right.
A joined‑up, long‑term plan can help you retain control and confidence.
Hear from Michelle White, Rathbones Private Office Lead, as she discusses key considerations when aligning investments, ownership structures and estate planning with your future country of residence.
🔗Read more through the link in our bio.
