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Retirement Planning Services in Saudi Arabia

Our expert retirement planning services help you take control of your finances and build a retirement you can look forward to.

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The importance of planning

Many people aren't sure how much money they'll need for retirement. The Retirement Living Standards (RLS) found that 82% of people don't know how much they will need to maintain their current living standard when they stop working. Nearly three-quarters (74%) say they have done little to no retirement planning.

With living costs always going up, it's more important than ever to be prepared.

Retirement planning means setting financial goals and creating a roadmap to reach them, so you'll be financially secure when you stop working.

For expats, retirement planning is especially important. You may need to manage pensions in different countries, understand tax implications, and decide where you want to retire — which can make things more complicated.

Are you saving enough for retirement?

Use our calculator to see if you're on track.

Our approach to retirement planning

At Holborn, we provide expert retirement planning advice to help you build a secure financial future.

Simplify

We help you understand your pensions and estimate your future income, so you can make confident, informed decisions.

Balance

We work with you to match your plan to your retirement goals and find the right balance between growth and risk.

Support

We build lasting relationships with our clients and provide ongoing support to keep your retirement plans on track.

Our retirement planning services

We provide a range of retirement planning services to support you at every stage of your financial journey.

Pension advice

It's important to have enough retirement savings, and pensions are one of the most important income streams when you retire. We help you make the most of your pension contributions, organise your savings for tax efficiency, and align your strategy with your long-term goals.

UK State Pension review

If you live in Saudi Arabia, you can still claim the UK State Pension. We'll help you check if you're eligible, show you how to get the most from your pension, and explain how claiming from overseas works.

Pension review service

Do your current pension schemes match your retirement goals? Our pension review service gives you insights into your retirement accounts, checks their performance and costs, and helps you make the most of your savings.

UK pension transfers

Transferring a UK pension can offer tax benefits and make managing your savings easier, but it needs to be done carefully. We'll help you decide whether a pension transfer is right for you and guide you through the process to ensure everything is done correctly.

How our retirement planning process works

We use a clear, step-by-step process to guide you at every stage.

01

Initial consultation

We begin by learning about your goals, lifestyle, and current finances.

02

Financial review

We look at your pension plans, investment strategy, and income sources to find opportunities and spot any gaps.

03

Financial planning

We give you a clear, personalised strategy to help you reach your retirement goals.

04

Ongoing review

As your life changes, so can your plan. We regularly review and update your strategy to keep you on track.

Start planning your future today

There is no better time than the present to start planning your retirement. Our retirement planning services give you the tools you need to build financial security for the future.

Book your free consultation

Frequently asked questions

How much you need for retirement depends on your lifestyle, goals, and where you want to live. The Retirement Living Standards suggest at least £44,000 a year for a comfortable retirement, or about £61,000 for a couple. Talk to a retirement planning adviser to find out what's right for you.

As an expat, retirement planning helps you handle challenges like cross-border taxes and currency changes. Expats in Saudi Arabia may not have a workplace pension and need to save for retirement themselves. Holborn Assets focuses on helping expats, so we have the experience to guide you in managing UK pensions and retirement funds while you live abroad.

Yes, you can, but you need to know the rules, tax issues, and your options. If you're an expat in Saudi Arabia, talk to a professional to make sure your UK pension is managed properly.

The sooner you start, the more your investments can grow. But it's never too late to make a plan. If you're starting later, a retirement planning adviser can help you get ready for retirement.

You can get the UK State Pension while living in Saudi Arabia. The amount depends on how many qualifying years you have on your National Insurance record. However, the UK State Pension does not increase each year in Saudi Arabia, so the amount you receive is frozen when you first claim it.

When choosing a retirement planning adviser, check their credentials, experience, fees, and expertise. Reading reviews from trusted sources like Trustpilot can help you find the right adviser or company. We offer expert retirement planning services in Saudi Arabia — get in touch with one of our specialists today.
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