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Retirement planning

Approaching retirement

Whatever your plans are, we can help

Now that you are approaching retirement age, what will you do with your time? Whatever your plans are we can help.

Preparing a retirement budget

Take the time to look over your investments. Which areas can still be maximised? What can you do to strengthen your portfolio?

There is no such thing as a perfect plan; there is always room for improvement.

Go to one of HSBC branches to arrange a meeting with a Financial Planning Officer/Premier Relationship Manager and compare your projected retirement income with your projected outgoings.

Most experts recommend a retirement income of 60-80% of your pre-retirement income levels.

Early retirement

The idea can produce two very different emotions. Perhaps the choice to retire early was solely yours. You have had a long, industrious career and wish to enjoy some much-deserved personal freedom.

However, there are some people who are not ready to retire. In this case, early retirement can trigger some personal turmoil.

Regardless of the cause, there are some decisions you need to make before embarking on the next chapter of your life. Reducing debts, maximising investment return and improving tax efficiency represent a few of the issues you need to consider.

Managing your finances

Consider your investment needs. Do you need professional advice or do you want to manage your investments on your own?

Do you already have a plan and would you like to know if it is providing the best return in a tax efficient manner?

Whatever your situation, we can help. Learn more about our services and allow us to help you select the best option for you and your loved ones. Go to your local branch to set a meeting with one of our Financial Planning Managers.

Contact Us

Want to talk through your options?

  • sending an online contact request via Internet Banking
  • phoning our 'Contact Centre' on :
    - (+356) 2148 9100 Premier Customers
    - (+356) 2148 9101 Advance Customers
    - (+356) 2380 2380 Other Customers

Calls to our helpline may be recorded and monitored for quality and security purposes.

  • Visiting your local HSBC branch and ask for an appointment with a Financial Planning Officer or Premier Relationship Manager.
Book an appointment with your Premier Relationship Manager or a Financial Planning Officer. Let us help you manage your finances and plan for your future.

Book an appointment with your Premier Relationship Manager or a Financial Planning Officer. Let us help you manage your finances and plan for your future.

Find out more

Have a question?

Have a question?

Call our Contact Centre on

+356 2380 2380

We're here from 8:00am to 8:00pm excluding Sundays and Public Holidays.

 

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Registered Address: 116, Archbishop Street, Valletta VLT 1444. Company No.:C3177

© HSBC Bank Malta p.l.c. 2017. All rights reserved.

Registered Address: 116, Archbishop Street, Valletta VLT 1444. Company No.:C3177

© HSBC Bank Malta p.l.c. 2017. All rights reserved.